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Disclosery

REBALANCE, LLC: IYR position timeline

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

REBALANCE, LLC held 39,584 IYR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,584 shares
    Change vs previous 13F -6,351 shares

    0.21% of the 13F portfolio, value $4,047,511.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 45,935 shares
    Change vs previous 13F +497 shares

    0.25% of the 13F portfolio, value $4,343,573.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 45,438 shares
    Change vs previous 13F -1,815 shares

    0.25% of the 13F portfolio, value $4,266,155.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 47,253 shares
    Change vs previous 13F +563 shares

    0.28% of the 13F portfolio, value $4,587,280.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 46,690 shares
    Change vs previous 13F -12,653 shares

    0.3% of the 13F portfolio, value $4,424,788.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 59,343 shares
    Change vs previous 13F -4,310 shares

    0.42% of the 13F portfolio, value $5,682,127.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 63,653 shares
    Change vs previous 13F -4,736 shares

    0.44% of the 13F portfolio, value $5,923,519.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 68,389 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,966,779.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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