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Tennessee Valley Asset Management Partners: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tennessee Valley Asset Management Partners on IYW, newest first. How the timeline and the estimate are built.

Tennessee Valley Asset Management Partners held 18,762 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,762 shares
    Change vs previous 13F +1,128 shares

    0.52% of the 13F portfolio, value $4,732,161.

    13F-HR 0001826790-26-000003 filed by Tennessee Valley Asset Management Partners
    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 17,634 shares
    Change vs previous 13F -63 shares

    0.42% of the 13F portfolio, value $3,199,097.

    13F-HR 0001826790-26-000002 filed by Tennessee Valley Asset Management Partners
    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 17,697 shares
    Change vs previous 13F +2,750 shares

    0.46% of the 13F portfolio, value $3,533,733.

    13F-HR 0001826790-26-000001 filed by Tennessee Valley Asset Management Partners
    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 14,947 shares
    Change vs previous 13F +14,947 shares

    0.4% of the 13F portfolio, value $2,927,602.

    13F-HR 0001826790-25-000006 filed by Tennessee Valley Asset Management Partners
    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 0 shares
    Change vs previous 13F -11,561 shares

    13F-HR 0001826790-25-000004 filed by Tennessee Valley Asset Management Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 11,561 shares
    Change vs previous 13F +1,049 shares

    0.26% of the 13F portfolio, value $1,623,585.

    13F-HR 0001826790-25-000002 filed by Tennessee Valley Asset Management Partners
    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 10,512 shares
    Change vs previous 13F +1,161 shares

    0.28% of the 13F portfolio, value $1,676,873.

    13F-HR 0001826790-25-000001 filed by Tennessee Valley Asset Management Partners
    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 9,351 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,417,740.

    13F-HR 0001826790-24-000009 filed by Tennessee Valley Asset Management Partners
    Filed (acceptance time not in the bulk data set), ingested

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