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Three Seasons Wealth, LLC: IYW position timeline

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

Three Seasons Wealth, LLC held 42,945 IYW 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 42,945 shares
    Change vs previous 13F +41,236 shares

    0.99% of the 13F portfolio, value $10,832,017.

    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 1,709 shares
    Change vs previous 13F -47,356 shares

    0.12% of the 13F portfolio, value $310,047.

    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 49,065 shares
    Change vs previous 13F +3,205 shares

    0.93% of the 13F portfolio, value $9,797,299.

    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).

  4. period ended2025-09-30
    13F 45,860 shares
    Change vs previous 13F +44,178 shares

    0.89% of the 13F portfolio, value $8,982,140.

    13F-HR 0001420506-25-002863 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).

  5. period ended2025-06-30
    13F 1,682 shares
    Change vs previous 13F -277 shares

    0.03% of the 13F portfolio, value $291,440.

    13F-HR 0001420506-25-001489 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).

  6. period ended2025-03-31
    13F 1,959 shares
    Change vs previous 13F -36,465 shares

    0.14% of the 13F portfolio, value $275,122.

    13F-HR 0001420506-25-000951 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).

  7. period ended2024-12-31
    13F 38,424 shares
    Change vs previous 13F +26,009 shares

    2.99% of the 13F portfolio, value $6,129,396.

    13F-HR 0001420506-25-000562 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).

  8. period ended2024-09-30
    13F 12,415 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,882,362.

    13F-HR 0001420506-25-000737 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).