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Disclosery

Seros Financial, LLC: IWY position timeline

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

Seros Financial, LLC held 3,826 IWY 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 3,826 shares
    Change vs previous 13F -311 shares

    0.58% of the 13F portfolio, value $1,111,886.

    13F-HR 0001104659-26-095632 filed by Seros Financial, 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 4,137 shares
    Change vs previous 13F -37,569 shares

    0.66% of the 13F portfolio, value $1,029,383.

    13F-HR 0001104659-26-055527 filed by Seros Financial, 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 41,706 shares
    Change vs previous 13F +6,443 shares

    6.77% of the 13F portfolio, value $11,549,940.

    13F-HR 0001104659-26-011337 filed by Seros Financial, 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 35,263 shares
    Change vs previous 13F -274 shares

    5.84% of the 13F portfolio, value $9,649,844.

    13F-HR/A 0001104659-25-120288 filed by Seros Financial, 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 35,537 shares
    Change vs previous 13F +1,273 shares

    5.55% of the 13F portfolio, value $8,760,155.

    13F-HR 0001667731-25-000900 filed by Seros Financial, 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 34,264 shares
    Change vs previous 13F -11,783 shares

    5.4% of the 13F portfolio, value $7,227,648.

    13F-HR 0001667731-25-000445 filed by Seros Financial, 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 46,047 shares
    Change vs previous 13F not available

    8.89% of the 13F portfolio, value $9,877,934.

    13F-HR 0001667731-25-000052 filed by Seros Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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