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Patton Albertson Miller Group, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patton Albertson Miller Group, LLC on IYW, newest first. How the timeline and the estimate are built.

Patton Albertson Miller Group, LLC held 107,832 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,832 shares
    Change vs previous 13F +1,324 shares

    2.71% of the 13F portfolio, value $27,198,527.

    13F-HR 0001511037-26-000007 filed by Patton Albertson Miller Group, 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 106,508 shares
    Change vs previous 13F -4,702 shares

    2.29% of the 13F portfolio, value $19,322,711.

    13F-HR 0001511037-26-000004 filed by Patton Albertson Miller Group, 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 111,210 shares
    Change vs previous 13F -4,588 shares

    2.61% of the 13F portfolio, value $22,206,423.

    13F-HR 0001511037-26-000002 filed by Patton Albertson Miller Group, 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 115,798 shares
    Change vs previous 13F +1,841 shares

    2.74% of the 13F portfolio, value $22,680,188.

    13F-HR 0001511037-25-000005 filed by Patton Albertson Miller Group, 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 113,957 shares
    Change vs previous 13F +11,256 shares

    2.6% of the 13F portfolio, value $19,745,305.

    13F-HR 0001667731-25-000856 filed by Patton Albertson Miller Group, 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/A 102,701 shares
    Change vs previous 13F +23,028 shares

    2.14% of the 13F portfolio, value $14,423,304.

    13F-HR/A 0001667731-25-000670 filed by Patton Albertson Miller Group, 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 79,673 shares
    Change vs previous 13F +16,666 shares

    1.7% of the 13F portfolio, value $12,709,410.

    13F-HR 0001667731-25-000064 filed by Patton Albertson Miller Group, 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 63,007 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $9,553,095.

    13F-HR 0001667731-24-000695 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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