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SCHNIEDERS CAPITAL MANAGEMENT LLC: IYW position timeline

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

SCHNIEDERS CAPITAL MANAGEMENT LLC held 4,532 IYW shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,532 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $785,260.

    13F-HR 0001603937-25-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,532 shares
    Change vs previous 13F +62 shares

    0.14% of the 13F portfolio, value $636,474.

    13F-HR 0001603937-25-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,470 shares
    Change vs previous 13F -1,800 shares

    0.14% of the 13F portfolio, value $713,054.

    13F-HR 0001603937-25-000001 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 6,270 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $950,657.

    13F-HR 0001603937-24-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 6,270 shares
    Change vs previous 13F +40 shares

    0.19% of the 13F portfolio, value $943,635.

    13F-HR 0001603937-24-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 6,230 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $841,424.

    13F-HR 0001603937-24-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 6,230 shares
    Change vs previous 13F -150 shares

    0.17% of the 13F portfolio, value $764,733.

    13F-HR 0001603937-24-000001 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 6,380 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $669,390.

    13F-HR 0001603937-23-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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