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Disclosery

Somerset Group LLC: IYF position timeline

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

Somerset Group LLC held 25,323 IYF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,323 shares
    Change vs previous 13F +86 shares

    2.36% of the 13F portfolio, value $3,366,693.

    13F-HR 0001062993-26-004218 filed by Somerset Group 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 25,237 shares
    Change vs previous 13F +389 shares

    2.35% of the 13F portfolio, value $3,163,206.

    13F-HR 0001062993-26-002574 filed by Somerset Group 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 24,848 shares
    Change vs previous 13F +12 shares

    2.45% of the 13F portfolio, value $3,251,113.

    13F-HR 0001062993-26-000866 filed by Somerset Group 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 24,836 shares
    Change vs previous 13F +82 shares

    2.49% of the 13F portfolio, value $3,145,231.

    13F-HR 0001062993-25-016598 filed by Somerset Group 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 24,754 shares
    Change vs previous 13F +795 shares

    2.54% of the 13F portfolio, value $2,994,986.

    13F-HR 0001062993-25-014021 filed by Somerset Group 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 23,959 shares
    Change vs previous 13F +1,111 shares

    2.46% of the 13F portfolio, value $2,703,773.

    13F-HR 0001062993-25-009219 filed by Somerset Group 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 22,848 shares
    Change vs previous 13F -132 shares

    2.31% of the 13F portfolio, value $2,526,532.

    13F-HR 0001062993-25-002057 filed by Somerset Group 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 22,980 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,387,622.

    13F-HR 0001062993-24-018885 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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