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Disclosery

Soundwatch Capital LLC: IYW position timeline

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

Soundwatch Capital LLC held 1,378 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 1,378 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $347,609.

    13F-HR 0001214659-26-010055 filed by Soundwatch Capital 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 1,378 shares
    Change vs previous 13F -480 shares

    0.03% of the 13F portfolio, value $250,014.

    13F-HR 0001214659-26-005588 filed by Soundwatch Capital 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 1,858 shares
    Change vs previous 13F +171 shares

    0.06% of the 13F portfolio, value $371,011.

    13F-HR 0001214659-26-001373 filed by Soundwatch Capital 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 1,687 shares
    Change vs previous 13F +1,687 shares

    0.05% of the 13F portfolio, value $330,416.

    13F-HR 0001214659-25-015963 filed by Soundwatch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,593 shares

    13F-HR 0001214659-25-007004 filed by Soundwatch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,593 shares
    Change vs previous 13F +242 shares

    0.03% of the 13F portfolio, value $254,076.

    13F-HR 0001214659-25-002524 filed by Soundwatch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,351 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $204,839.

    13F-HR 0001214659-24-018597 filed by Soundwatch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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