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Disclosery

&PARTNERS: IYW position timeline

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

&PARTNERS held 57,592 IYW 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 57,592 shares
    Change vs previous 13F -19,378 shares

    0.06% of the 13F portfolio, value $14,420,826.

    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 76,970 shares
    Change vs previous 13F -13,811 shares

    0.07% of the 13F portfolio, value $13,861,960.

    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 90,781 shares
    Change vs previous 13F +23,043 shares

    0.09% of the 13F portfolio, value $18,131,818.

    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 67,738 shares
    Change vs previous 13F -9,966 shares

    0.08% of the 13F portfolio, value $13,265,831.

    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 77,704 shares
    Change vs previous 13F +23,057 shares

    0.1% of the 13F portfolio, value $13,468,585.

    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 54,647 shares
    Change vs previous 13F -4,259 shares

    0.08% of the 13F portfolio, value $7,674,833.

    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).

  7. period ended2024-12-31
    13F 58,906 shares
    Change vs previous 13F +10,840 shares

    0.11% of the 13F portfolio, value $9,567,232.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 48,066 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,336,653.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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