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Disclosery

Stonebrook Private Inc.: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonebrook Private Inc. on IYW, newest first. How the timeline and the estimate are built.

Stonebrook Private Inc. held 2,307 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,307 shares
    Change vs previous 13F -71 shares

    0.11% of the 13F portfolio, value $581,946.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private 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 2,378 shares
    Change vs previous 13F -16,452 shares

    0.09% of the 13F portfolio, value $431,448.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private 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 18,830 shares
    Change vs previous 13F -1,006 shares

    0.79% of the 13F portfolio, value $3,759,952.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private 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 19,836 shares
    Change vs previous 13F +2,814 shares

    0.84% of the 13F portfolio, value $3,885,031.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private 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 17,022 shares
    Change vs previous 13F +2,829 shares

    0.69% of the 13F portfolio, value $2,949,317.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private 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 14,193 shares
    Change vs previous 13F +1,523 shares

    0.52% of the 13F portfolio, value $1,993,293.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private 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 12,670 shares
    Change vs previous 13F -464 shares

    0.53% of the 13F portfolio, value $2,021,107.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private 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 13,134 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,991,331.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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