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Stillwater Capital Advisors, LLC: IYW position timeline

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

Stillwater Capital Advisors, LLC held 100,052 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,052 shares
    Change vs previous 13F -785 shares

    2.57% of the 13F portfolio, value $25,236,116.

    13F-HR 0001482970-26-000005 filed by Stillwater Capital Advisors, 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 100,837 shares
    Change vs previous 13F -6,297 shares

    2.09% of the 13F portfolio, value $18,293,849.

    13F-HR 0001482970-26-000004 filed by Stillwater Capital Advisors, 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 107,134 shares
    Change vs previous 13F -3,717 shares

    2.3% of the 13F portfolio, value $21,392,518.

    13F-HR 0001482970-26-000001 filed by Stillwater Capital Advisors, 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 110,851 shares
    Change vs previous 13F -634 shares

    2.44% of the 13F portfolio, value $21,711,277.

    13F-HR 0001482970-25-000006 filed by Stillwater Capital Advisors, 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 111,485 shares
    Change vs previous 13F -535 shares

    2.46% of the 13F portfolio, value $19,317,006.

    13F-HR 0001482970-25-000004 filed by Stillwater Capital Advisors, 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 112,020 shares
    Change vs previous 13F +2,277 shares

    2.2% of the 13F portfolio, value $15,732,089.

    13F-HR 0001482970-25-000003 filed by Stillwater Capital Advisors, 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 109,743 shares
    Change vs previous 13F -9 shares

    2.17% of the 13F portfolio, value $17,506,204.

    13F-HR 0001482970-25-000001 filed by Stillwater Capital Advisors, 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 109,752 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $16,640,599.

    13F-HR 0001482970-24-000005 filed by Stillwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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