New Century Financial Group, LLC: IWY position timeline

New Century Financial Group, LLC held 0 IWY shares at 2025-03-31 per its 13F-HR filed 2025-04-16.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -6,327 shares

   13F-HR 0001667731-25-000436 filed by New Century Financial Group, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-12-31

   13F 6,327 shares

   Change vs previous 13F +5,171 shares

   0.64% of the 13F portfolio, value $1,505,953.

   13F-HR 0001667731-25-000045 filed by New Century Financial Group, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 1,156 shares

   Change vs previous 13F -5,103 shares

   0.09% of the 13F portfolio, value $254,378.

   13F-HR 0002010693-24-000004 filed by New Century Financial Group, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 6,259 shares

   Change vs previous 13F +2,086 shares

   0.57% of the 13F portfolio, value $1,342,681.

   13F-HR 0002010693-24-000003 filed by New Century Financial Group, LLC
   Filed 2024-08-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 4,173 shares

   Change vs previous 13F not available

   0.56% of the 13F portfolio, value $814,152.

   13F-HR 0002010693-24-000002 filed by New Century Financial Group, LLC
   Filed 2024-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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