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Disclosery

Rossby Financial, LCC: IYW position timeline

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

Rossby Financial, LCC held 7,399 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,399 shares
    Change vs previous 13F -571 shares

    0.34% of the 13F portfolio, value $1,866,250.

    13F-HR 0002056510-26-000003 filed by Rossby Financial, LCC
    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 7,970 shares
    Change vs previous 13F +794 shares

    0.31% of the 13F portfolio, value $1,469,886.

    13F-HR 0002056510-26-000002 filed by Rossby Financial, LCC
    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 7,176 shares
    Change vs previous 13F -121 shares

    0.45% of the 13F portfolio, value $1,432,904.

    13F-HR 0002056510-26-000001 filed by Rossby Financial, LCC
    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 7,297 shares
    Change vs previous 13F +38 shares

    0.48% of the 13F portfolio, value $1,439,041.

    13F-HR 0002056510-25-000005 filed by Rossby Financial, LCC
    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 7,259 shares
    Change vs previous 13F -505 shares

    0.47% of the 13F portfolio, value $1,257,767.

    13F-HR 0002056510-25-000003 filed by Rossby Financial, LCC
    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 7,764 shares
    Change vs previous 13F +268 shares

    0.48% of the 13F portfolio, value $1,105,050.

    13F-HR 0002056510-25-000002 filed by Rossby Financial, LCC
    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 7,496 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,195,762.

    13F-HR 0002056510-25-000001 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

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