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Spectrum Wealth Counsel, LLC: IAK position timeline

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

Spectrum Wealth Counsel, LLC held 71,539 IAK shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 71,539 shares
    Change vs previous 13F +12,307 shares

    1.18% of the 13F portfolio, value $9,858,790.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 59,232 shares
    Change vs previous 13F +604 shares

    0.88% of the 13F portfolio, value $7,491,072.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 58,628 shares
    Change vs previous 13F +4,863 shares

    0.89% of the 13F portfolio, value $7,565,944.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 53,765 shares
    Change vs previous 13F +53,325 shares

    0.77% of the 13F portfolio, value $6,071,144.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 440 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $51,652.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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