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Disclosery

THEORY FINANCIAL LLC: IYW position timeline

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

THEORY FINANCIAL LLC held 1,316 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,316 shares
    Change vs previous 13F -12 shares

    0.1% of the 13F portfolio, value $331,935.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 1,328 shares
    Change vs previous 13F -514 shares

    0.08% of the 13F portfolio, value $240,926.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 1,842 shares
    Change vs previous 13F +69 shares

    0.12% of the 13F portfolio, value $370,684.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 1,773 shares
    Change vs previous 13F -8,832 shares

    0.12% of the 13F portfolio, value $354,015.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 10,605 shares
    Change vs previous 13F +145 shares

    0.73% of the 13F portfolio, value $1,922,805.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 10,460 shares
    Change vs previous 13F +251 shares

    0.62% of the 13F portfolio, value $1,469,002.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL LLC
    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 10,209 shares
    Change vs previous 13F +23 shares

    0.68% of the 13F portfolio, value $1,628,540.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,186 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,534,928.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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