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Disclosery

Sunbelt Securities, Inc.: IYW position timeline

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

Sunbelt Securities, Inc. held 21,691 IYW shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 21,691 shares
    Change vs previous 13F -254 shares

    0.25% of the 13F portfolio, value $3,935,257.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 21,945 shares
    Change vs previous 13F -415 shares

    0.29% of the 13F portfolio, value $4,381,981.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 22,360 shares
    Change vs previous 13F -112 shares

    0.3% of the 13F portfolio, value $4,379,374.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 22,472 shares
    Change vs previous 13F -291 shares

    0.32% of the 13F portfolio, value $3,584,776.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 22,763 shares
    Change vs previous 13F +291 shares

    0.29% of the 13F portfolio, value $3,196,808.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 22,472 shares
    Change vs previous 13F -2,115 shares

    0.32% of the 13F portfolio, value $3,618,035.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 24,587 shares
    Change vs previous 13F -936 shares

    0.37% of the 13F portfolio, value $3,727,822.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 25,523 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,841,281.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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