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Stokes Capital Advisors, LLC: IWY position timeline

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

Stokes Capital Advisors, LLC held 10,256 IWY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,256 shares
    Change vs previous 13F -3,008 shares

    0.66% of the 13F portfolio, value $3,024,597.

    13F-HR 0001085146-26-000873 filed by Stokes Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,264 shares
    Change vs previous 13F -499 shares

    0.83% of the 13F portfolio, value $3,854,784.

    13F-HR 0001734460-26-000004 filed by Stokes 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 ended2026-03-31
    13F/A 13,763 shares
    Change vs previous 13F +247 shares

    0.77% of the 13F portfolio, value $3,424,785.

    13F-HR/A 0001734460-26-000003 filed by Stokes 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 ended2025-12-31
    13F 13,516 shares
    Change vs previous 13F -19 shares

    0.85% of the 13F portfolio, value $3,743,122.

    13F-HR 0001085146-26-000070 filed by Stokes 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 ended2025-09-30
    13F 13,535 shares
    Change vs previous 13F -372 shares

    0.86% of the 13F portfolio, value $3,703,853.

    13F-HR 0001085146-25-005873 filed by Stokes 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 ended2025-06-30
    13F 13,907 shares
    Change vs previous 13F -1,303 shares

    0.84% of the 13F portfolio, value $3,428,238.

    13F-HR 0001085146-25-003695 filed by Stokes 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 ended2025-03-31
    13F 15,210 shares
    Change vs previous 13F +478 shares

    0.82% of the 13F portfolio, value $3,208,408.

    13F-HR 0001085146-25-002061 filed by Stokes 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 ended2024-12-31
    13F 14,732 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,465,998.

    13F-HR 0001085146-25-000279 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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