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Disclosery

SP Asset Management LLC: IAK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SP Asset Management LLC on IAK, newest first. How the timeline and the estimate are built.

SP Asset Management LLC held 19,114 IAK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,114 shares
    Change vs previous 13F -100 shares

    0.22% of the 13F portfolio, value $2,686,626.

    13F-HR 0001962086-26-000005 filed by SP Asset 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 ended2026-03-31
    13F 19,214 shares
    Change vs previous 13F +130 shares

    0.22% of the 13F portfolio, value $2,464,969.

    13F-HR 0001962086-26-000004 filed by SP Asset 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 ended2025-12-31
    13F 19,084 shares
    Change vs previous 13F -451 shares

    0.21% of the 13F portfolio, value $2,598,352.

    13F-HR 0001962086-26-000001 filed by SP Asset 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 ended2025-09-30
    13F 19,535 shares
    Change vs previous 13F +30 shares

    0.21% of the 13F portfolio, value $2,618,364.

    13F-HR 0001962086-25-000007 filed by SP Asset 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 ended2025-06-30
    13F 19,505 shares
    Change vs previous 13F +20 shares

    0.22% of the 13F portfolio, value $2,622,708.

    13F-HR 0001962086-25-000004 filed by SP Asset 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 ended2025-03-31
    13F 19,485 shares
    Change vs previous 13F -629 shares

    0.24% of the 13F portfolio, value $2,685,180.

    13F-HR 0001962086-25-000003 filed by SP Asset 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 ended2024-12-31
    13F 20,114 shares
    Change vs previous 13F +48 shares

    0.21% of the 13F portfolio, value $2,543,816.

    13F-HR 0001962086-25-000001 filed by SP Asset 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 ended2024-09-30
    13F 20,066 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,589,575.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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