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STALEY CAPITAL ADVISERS INC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STALEY CAPITAL ADVISERS INC on IYW, newest first. How the timeline and the estimate are built.

STALEY CAPITAL ADVISERS INC held 32,810 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,810 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $8,275,666.

    13F-HR 0001106565-26-000008 filed by STALEY CAPITAL ADVISERS INC
    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 32,810 shares
    Change vs previous 13F -170 shares

    0.25% of the 13F portfolio, value $5,952,390.

    13F-HR 0001106565-26-000004 filed by STALEY CAPITAL ADVISERS INC
    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 32,980 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $6,585,446.

    13F-HR 0001106565-26-000001 filed by STALEY CAPITAL ADVISERS INC
    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 32,980 shares
    Change vs previous 13F -40 shares

    0.27% of the 13F portfolio, value $6,459,463.

    13F-HR 0001106565-25-000009 filed by STALEY CAPITAL ADVISERS INC
    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 33,020 shares
    Change vs previous 13F -60 shares

    0.24% of the 13F portfolio, value $5,721,375.

    13F-HR 0001106565-25-000008 filed by STALEY CAPITAL ADVISERS INC
    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 33,080 shares
    Change vs previous 13F +55 shares

    0.21% of the 13F portfolio, value $4,645,755.

    13F-HR 0001106565-25-000006 filed by STALEY CAPITAL ADVISERS INC
    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 33,025 shares
    Change vs previous 13F -75 shares

    0.23% of the 13F portfolio, value $5,268,148.

    13F-HR 0001106565-25-000001 filed by STALEY CAPITAL ADVISERS INC
    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 33,100 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,018,622.

    13F-HR 0001106565-24-000006 filed by STALEY CAPITAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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