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Polaris Investment Advisors, LLC: IYW position timeline

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

Polaris Investment Advisors, LLC held 1,704 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,704 shares
    Change vs previous 13F -97 shares

    0.28% of the 13F portfolio, value $429,800.

    13F-HR 0001951757-26-000960 filed by Polaris Investment 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 ended2026-03-31
    13F 1,801 shares
    Change vs previous 13F -206 shares

    0.24% of the 13F portfolio, value $326,737.

    13F-HR 0001951757-26-000669 filed by Polaris Investment 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 ended2025-12-31
    13F 2,007 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $400,758.

    13F-HR 0001951757-26-000148 filed by Polaris Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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