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Disclosery

Rather & Kittrell, Inc.: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rather & Kittrell, Inc. on IYR, newest first. How the timeline and the estimate are built.

Rather & Kittrell, Inc. held 14,901 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,901 shares
    Change vs previous 13F -397 shares

    0.21% of the 13F portfolio, value $1,523,709.

    13F-HR 0001172661-26-003311 filed by Rather & Kittrell, Inc.
    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 15,298 shares
    Change vs previous 13F +61 shares

    0.22% of the 13F portfolio, value $1,446,560.

    13F-HR 0001172661-26-001726 filed by Rather & Kittrell, Inc.
    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 15,237 shares
    Change vs previous 13F +15 shares

    0.23% of the 13F portfolio, value $1,430,583.

    13F-HR 0001172661-26-000344 filed by Rather & Kittrell, Inc.
    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 15,222 shares
    Change vs previous 13F -1,485 shares

    0.26% of the 13F portfolio, value $1,477,732.

    13F-HR 0001172661-25-004468 filed by Rather & Kittrell, Inc.
    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 16,707 shares
    Change vs previous 13F -229 shares

    0.31% of the 13F portfolio, value $1,583,303.

    13F-HR 0001172661-25-003065 filed by Rather & Kittrell, Inc.
    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 16,936 shares
    Change vs previous 13F -234 shares

    0.35% of the 13F portfolio, value $1,621,603.

    13F-HR 0001172661-25-002186 filed by Rather & Kittrell, Inc.
    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 17,170 shares
    Change vs previous 13F -1,008 shares

    0.38% of the 13F portfolio, value $1,597,822.

    13F-HR 0001172661-25-000847 filed by Rather & Kittrell, Inc.
    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/A 18,178 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,851,772.

    13F-HR/A 0001172661-25-000461 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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