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Disclosery

&PARTNERS: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on IYR, newest first. How the timeline and the estimate are built.

&PARTNERS held 4,746 IYR 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 4,746 shares
    Change vs previous 13F +120 shares

    <0.01% of the 13F portfolio, value $485,284.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 4,626 shares
    Change vs previous 13F +72 shares

    <0.01% of the 13F portfolio, value $437,445.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 4,554 shares
    Change vs previous 13F -612 shares

    <0.01% of the 13F portfolio, value $427,579.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 5,166 shares
    Change vs previous 13F +742 shares

    <0.01% of the 13F portfolio, value $501,497.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 4,424 shares
    Change vs previous 13F +2,102 shares

    <0.01% of the 13F portfolio, value $419,243.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 2,322 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,001.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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