Skip to content
Disclosery

Prime Capital Investment Advisors, LLC: IWY position timeline

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

Prime Capital Investment Advisors, LLC held 51,573 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,573 shares
    Change vs previous 13F +443 shares

    0.15% of the 13F portfolio, value $14,988,028.

    13F-HR 0001214659-26-009642 filed by Prime Capital 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 51,130 shares
    Change vs previous 13F +2,918 shares

    0.15% of the 13F portfolio, value $12,723,267.

    13F-HR 0001214659-26-005807 filed by Prime Capital 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 48,212 shares
    Change vs previous 13F +1,344 shares

    0.16% of the 13F portfolio, value $13,351,804.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment 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 ended2025-09-30
    13F 46,868 shares
    Change vs previous 13F -62 shares

    0.16% of the 13F portfolio, value $12,825,516.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment 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 ended2025-06-30
    13F 46,930 shares
    Change vs previous 13F -2,399 shares

    0.15% of the 13F portfolio, value $11,568,631.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment Advisors, 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 49,329 shares
    Change vs previous 13F +10,884 shares

    0.12% of the 13F portfolio, value $10,405,473.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment Advisors, 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 38,445 shares
    Change vs previous 13F +3,727 shares

    0.13% of the 13F portfolio, value $9,044,855.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment Advisors, LLC
    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 34,718 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,639,782.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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