Skip to content
Disclosery

PKS Advisory Services, LLC: IYW position timeline

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

PKS Advisory Services, LLC held 6,073 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,073 shares
    Change vs previous 13F -351 shares

    0.24% of the 13F portfolio, value $1,531,991.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 6,424 shares
    Change vs previous 13F -156 shares

    0.27% of the 13F portfolio, value $1,165,401.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 6,580 shares
    Change vs previous 13F -65 shares

    0.3% of the 13F portfolio, value $1,313,922.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 6,645 shares
    Change vs previous 13F +149 shares

    0.27% of the 13F portfolio, value $1,301,478.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 6,496 shares
    Change vs previous 13F +169 shares

    0.29% of the 13F portfolio, value $1,125,513.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 6,327 shares
    Change vs previous 13F +30 shares

    0.24% of the 13F portfolio, value $888,834.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 6,297 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,004,653.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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