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Three Seasons Wealth, LLC: IYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Three Seasons Wealth, LLC on IYM, newest first. How the timeline and the estimate are built.

Three Seasons Wealth, LLC held 57,963 IYM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,963 shares
    Change vs previous 13F +28,946 shares

    0.95% of the 13F portfolio, value $10,406,097.

    13F-HR 0001420506-26-001588 filed by Three Seasons Wealth, 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 29,017 shares
    Change vs previous 13F -4,273 shares

    1.95% of the 13F portfolio, value $5,104,671.

    13F-HR 0001420506-26-000803 filed by Three Seasons Wealth, 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 33,290 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,125,328.

    13F-HR 0001420506-26-000058 filed by Three Seasons Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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