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Sharp Wealth Advisory, LLC: IYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharp Wealth Advisory, LLC on IYM, newest first. How the timeline and the estimate are built.

Sharp Wealth Advisory, LLC held 39,548 IYM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,548 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $7,100,052.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).