Skip to content
Disclosery

PENOBSCOT WEALTH MANAGEMENT: IYK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENOBSCOT WEALTH MANAGEMENT on IYK, newest first. How the timeline and the estimate are built.

PENOBSCOT WEALTH MANAGEMENT held 24,153 IYK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,153 shares
    Change vs previous 13F +570 shares

    0.47% of the 13F portfolio, value $1,754,947.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 23,583 shares
    Change vs previous 13F -14,976 shares

    0.49% of the 13F portfolio, value $1,651,523.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 38,559 shares
    Change vs previous 13F -860 shares

    0.8% of the 13F portfolio, value $2,580,392.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 39,419 shares
    Change vs previous 13F +227 shares

    0.87% of the 13F portfolio, value $2,695,838.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 39,192 shares
    Change vs previous 13F -331 shares

    0.99% of the 13F portfolio, value $2,762,245.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 39,523 shares
    Change vs previous 13F -11,032 shares

    1.19% of the 13F portfolio, value $2,828,666.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 50,555 shares
    Change vs previous 13F +2,710 shares

    1.53% of the 13F portfolio, value $3,316,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 47,845 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,376,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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