Skip to content
Disclosery

Navis Wealth Advisors, LLC: IYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Navis Wealth Advisors, LLC on IYM, newest first. How the timeline and the estimate are built.

Navis Wealth Advisors, LLC held 8,138 IYM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,138 shares
    Change vs previous 13F +21 shares

    0.55% of the 13F portfolio, value $1,460,989.

    13F-HR 0001951757-26-001266 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,117 shares
    Change vs previous 13F +23 shares

    0.73% of the 13F portfolio, value $1,427,877.

    13F-HR 0001951757-26-000882 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,094 shares
    Change vs previous 13F +40 shares

    0.53% of the 13F portfolio, value $1,246,106.

    13F-HR 0001951757-26-000437 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,054 shares
    Change vs previous 13F +33 shares

    0.9% of the 13F portfolio, value $1,193,686.

    13F-HR 0001951757-25-001436 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,021 shares
    Change vs previous 13F +28 shares

    0.95% of the 13F portfolio, value $1,122,968.

    13F-HR 0001951757-25-001085 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,993 shares
    Change vs previous 13F +28 shares

    1.06% of the 13F portfolio, value $1,077,464.

    13F-HR 0001951757-25-000428 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,965 shares
    Change vs previous 13F +35 shares

    1.13% of the 13F portfolio, value $1,034,839.

    13F-HR 0001951757-25-000085 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,930 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,190,688.

    13F-HR 0001951757-24-001118 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).