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Disclosery

Pineridge Advisors LLC: IWY position timeline

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

Pineridge Advisors LLC held 2,977 IWY shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,977 shares
    Change vs previous 13F +165 shares

    0.23% of the 13F portfolio, value $814,665.

    13F-HR 0002012421-25-000010 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,812 shares
    Change vs previous 13F +41 shares

    0.25% of the 13F portfolio, value $693,190.

    13F-HR 0002012421-25-000007 filed by Pineridge 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 ended2025-03-31
    13F 2,771 shares
    Change vs previous 13F -405 shares

    0.23% of the 13F portfolio, value $584,515.

    13F-HR 0002012421-25-000006 filed by Pineridge 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 ended2024-12-31
    13F 3,176 shares
    Change vs previous 13F -329 shares

    0.28% of the 13F portfolio, value $747,268.

    13F-HR 0002012421-25-000001 filed by Pineridge 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 ended2024-09-30
    13F 3,505 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $771,275.

    13F-HR 0002012421-24-000007 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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