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Running Point Capital Advisors, LLC: IYR position timeline

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

Running Point Capital Advisors, LLC held 39,223 IYR shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 39,223 shares
    Change vs previous 13F -12,068 shares

    1% of the 13F portfolio, value $3,682,646.

    13F-HR 0001398344-26-003250 filed by Running Point Capital 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 ended2025-09-30
    13F 51,291 shares
    Change vs previous 13F +1,755 shares

    1.33% of the 13F portfolio, value $4,979,290.

    13F-HR 0001398344-25-019878 filed by Running Point Capital 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 ended2025-06-30
    13F 49,536 shares
    Change vs previous 13F -4,591 shares

    1.3% of the 13F portfolio, value $4,694,544.

    13F-HR 0001398344-25-015005 filed by Running Point Capital 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 ended2025-03-31
    13F 54,127 shares
    Change vs previous 13F -3,312 shares

    1.65% of the 13F portfolio, value $5,182,681.

    13F-HR 0001398344-25-009551 filed by Running Point Capital 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 ended2024-12-31
    13F 57,439 shares
    Change vs previous 13F +1,541 shares

    1.83% of the 13F portfolio, value $5,345,318.

    13F-HR 0001398344-25-002420 filed by Running Point Capital 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 ended2024-09-30
    13F 55,898 shares
    Change vs previous 13F -515 shares

    2.2% of the 13F portfolio, value $5,694,329.

    13F-HR 0001398344-24-020400 filed by Running Point Capital 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 ended2024-06-30
    13F 56,413 shares
    Change vs previous 13F +1,813 shares

    2.05% of the 13F portfolio, value $4,949,677.

    13F-HR 0001398344-24-014498 filed by Running Point Capital 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 ended2024-03-31
    13F 54,600 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $4,908,540.

    13F-HR 0001398344-24-009672 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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