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St. Louis Financial Planners Asset Management, LLC: IYZ position timeline

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

St. Louis Financial Planners Asset Management, LLC held 0 IYZ shares at 2025-09-30 per its 13F-HR filed 2025-10-02.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -21,485 shares

    13F-HR 0001214659-25-014504 filed by St. Louis Financial Planners Asset Management, 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.

  2. period ended2025-06-30
    13F 21,485 shares
    Change vs previous 13F -21,949 shares

    0.49% of the 13F portfolio, value $639,842.

    13F-HR 0001214659-25-010185 filed by St. Louis Financial Planners 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 ended2025-03-31
    13F 43,434 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,189,658.

    13F-HR 0001214659-25-005554 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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