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Disclosery

Pathway Financial Advisors LLC: IYM position timeline

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

Pathway Financial Advisors LLC held 9,985 IYM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,985 shares
    Change vs previous 13F -657 shares

    0.2% of the 13F portfolio, value $1,778,628.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,642 shares
    Change vs previous 13F -435 shares

    0.23% of the 13F portfolio, value $1,938,440.

    13F-HR 0001738828-26-000006 filed by Pathway Financial 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 ended2026-03-31
    13F 11,077 shares
    Change vs previous 13F -300 shares

    0.25% of the 13F portfolio, value $1,980,457.

    13F-HR 0001738828-26-000005 filed by Pathway Financial 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 ended2025-12-31
    13F 11,377 shares
    Change vs previous 13F -485 shares

    0.23% of the 13F portfolio, value $1,855,475.

    13F-HR 0001738828-26-000001 filed by Pathway Financial 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 ended2025-09-30
    13F 11,862 shares
    Change vs previous 13F -310 shares

    0.23% of the 13F portfolio, value $1,758,067.

    13F-HR 0001738828-25-000009 filed by Pathway Financial 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 ended2025-06-30
    13F 12,172 shares
    Change vs previous 13F -76 shares

    0.25% of the 13F portfolio, value $1,704,201.

    13F-HR 0001738828-25-000006 filed by Pathway Financial 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 ended2025-03-31
    13F 12,248 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,651,030.

    13F-HR 0001738828-25-000003 filed by Pathway Financial 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 ended2024-12-31
    13F 12,248 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,591,383.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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