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Ridgeline Wealth, LLC: IYW position timeline

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

Ridgeline Wealth, LLC held 6,617 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,617 shares
    Change vs previous 13F -12 shares

    0.98% of the 13F portfolio, value $1,669,065.

    13F-HR 0001934226-26-000003 filed by Ridgeline Wealth, 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 6,629 shares
    Change vs previous 13F -2,711 shares

    0.86% of the 13F portfolio, value $1,202,676.

    13F-HR 0001934226-26-000002 filed by Ridgeline Wealth, 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 9,340 shares
    Change vs previous 13F -410 shares

    1.29% of the 13F portfolio, value $1,864,986.

    13F-HR 0001934226-26-000001 filed by Ridgeline Wealth, 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 9,750 shares
    Change vs previous 13F -14 shares

    1.41% of the 13F portfolio, value $1,909,610.

    13F-HR 0001934226-25-000008 filed by Ridgeline Wealth, 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 9,764 shares
    Change vs previous 13F -718 shares

    1.38% of the 13F portfolio, value $1,691,786.

    13F-HR 0001934226-25-000005 filed by Ridgeline Wealth, 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 10,482 shares
    Change vs previous 13F -73 shares

    1.25% of the 13F portfolio, value $1,472,127.

    13F-HR 0001934226-25-000003 filed by Ridgeline Wealth, 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 10,555 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,683,665.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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