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Tepp RIA, LLC: IYF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tepp RIA, LLC on IYF, newest first. How the timeline and the estimate are built.

Tepp RIA, LLC held 8,117 IYF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,117 shares
    Change vs previous 13F -1,171 shares

    0.7% of the 13F portfolio, value $1,035,001.

    13F-HR 0002055925-26-000005 filed by Tepp RIA, 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 9,288 shares
    Change vs previous 13F +1,791 shares

    0.86% of the 13F portfolio, value $1,092,865.

    13F-HR 0002055925-26-000004 filed by Tepp RIA, 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 7,497 shares
    Change vs previous 13F +187 shares

    0.96% of the 13F portfolio, value $966,566.

    13F-HR 0002055925-26-000001 filed by Tepp RIA, 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 7,310 shares
    Change vs previous 13F -25 shares

    1.05% of the 13F portfolio, value $925,680.

    13F-HR 0001986152-25-000107 filed by Tepp RIA, 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 7,335 shares
    Change vs previous 13F -24,016 shares

    1.15% of the 13F portfolio, value $887,454.

    13F-HR 0001667731-25-000807 filed by Tepp RIA, 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 31,351 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $3,537,914.

    13F-HR 0001667731-25-000505 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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