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Disclosery

Spectrum Wealth Counsel, LLC: IYW position timeline

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

Spectrum Wealth Counsel, LLC held 49,071 IYW 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 49,071 shares
    Change vs previous 13F +2,174 shares

    0.83% of the 13F portfolio, value $6,891,601.

    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 46,897 shares
    Change vs previous 13F -3,669 shares

    0.88% of the 13F portfolio, value $7,481,088.

    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 50,566 shares
    Change vs previous 13F -159 shares

    0.91% of the 13F portfolio, value $7,666,892.

    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 50,725 shares
    Change vs previous 13F -6,222 shares

    0.97% of the 13F portfolio, value $7,634,187.

    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 56,947 shares
    Change vs previous 13F +2 shares

    0.94% of the 13F portfolio, value $7,691,328.

    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).

  6. period ended2023-12-31
    13F 56,945 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,990,059.

    13F-HR 0002011274-24-000001 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).