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Sanctuary Advisors, LLC: IYW position timeline

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

Sanctuary Advisors, LLC held 241,829 IYW 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 241,829 shares
    Change vs previous 13F +10,350 shares

    0.28% of the 13F portfolio, value $60,996,627.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 231,479 shares
    Change vs previous 13F +22,151 shares

    0.23% of the 13F portfolio, value $41,994,974.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 209,328 shares
    Change vs previous 13F +6,533 shares

    0.23% of the 13F portfolio, value $41,798,536.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 202,795 shares
    Change vs previous 13F -154,165 shares

    0.23% of the 13F portfolio, value $39,719,513.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 356,960 shares
    Change vs previous 13F +22,958 shares

    0.38% of the 13F portfolio, value $61,850,453.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 334,002 shares
    Change vs previous 13F -121 shares

    0.33% of the 13F portfolio, value $46,907,189.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 334,123 shares
    Change vs previous 13F +28,648 shares

    0.34% of the 13F portfolio, value $53,593,295.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 305,475 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $48,585,768.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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