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SAM Advisors, LLC: IYG position timeline

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

SAM Advisors, LLC held 119,266 IYG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,266 shares
    Change vs previous 13F +3,360 shares

    2.95% of the 13F portfolio, value $10,789,982.

    13F-HR 0001600944-26-000005 filed by SAM 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 ended2026-03-31
    13F 115,906 shares
    Change vs previous 13F +2,453 shares

    3.01% of the 13F portfolio, value $9,601,689.

    13F-HR 0001600944-26-000002 filed by SAM 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 ended2025-12-31
    13F 113,453 shares
    Change vs previous 13F -2,069 shares

    3.31% of the 13F portfolio, value $10,466,030.

    13F-HR 0001600944-26-000001 filed by SAM 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 ended2025-09-30
    13F 115,522 shares
    Change vs previous 13F -285 shares

    3.34% of the 13F portfolio, value $10,355,430.

    13F-HR 0001420506-25-002936 filed by SAM 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 ended2025-06-30
    13F 115,807 shares
    Change vs previous 13F +2,253 shares

    3.43% of the 13F portfolio, value $9,913,080.

    13F-HR 0001420506-25-001601 filed by SAM 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 ended2025-03-31
    13F 113,554 shares
    Change vs previous 13F -4,061 shares

    3.34% of the 13F portfolio, value $8,919,667.

    13F-HR 0001420506-25-000905 filed by SAM 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 ended2024-12-31
    13F 117,615 shares
    Change vs previous 13F -2,696 shares

    3.31% of the 13F portfolio, value $9,144,566.

    13F-HR 0001420506-25-000108 filed by SAM 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 ended2024-09-30
    13F 120,311 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $8,544,487.

    13F-HR 0001420506-24-002232 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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