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PENOBSCOT WEALTH MANAGEMENT: IYW position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 4,860 IYW 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 4,860 shares
    Change vs previous 13F -93 shares

    0.33% of the 13F portfolio, value $1,225,742.

    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 4,953 shares
    Change vs previous 13F -92 shares

    0.27% of the 13F portfolio, value $898,616.

    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 5,045 shares
    Change vs previous 13F -37 shares

    0.31% of the 13F portfolio, value $1,007,338.

    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 5,082 shares
    Change vs previous 13F -98 shares

    0.32% of the 13F portfolio, value $995,430.

    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 5,180 shares
    Change vs previous 13F +2,331 shares

    0.32% of the 13F portfolio, value $897,623.

    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 2,849 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $400,129.

    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 2,848 shares
    Change vs previous 13F -130 shares

    0.21% of the 13F portfolio, value $454,000.

    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 2,978 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $451,000.

    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).