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Disclosery

True Freedom Investing, LLC: IYW position timeline

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

True Freedom Investing, LLC held 0 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,587 shares

    13F-HR 0001104659-26-095030 filed by True Freedom Investing, LLC
    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.

  2. period ended2026-03-31
    13F 1,587 shares
    Change vs previous 13F -88,522 shares

    0.02% of the 13F portfolio, value $287,919.

    13F-HR 0001104659-26-059973 filed by True Freedom Investing, 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 90,109 shares
    Change vs previous 13F -46,325 shares

    1.23% of the 13F portfolio, value $17,992,965.

    13F-HR 0001104659-26-016100 filed by True Freedom Investing, 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 136,434 shares
    Change vs previous 13F -208 shares

    9.54% of the 13F portfolio, value $26,721,963.

    13F-HR 0001104659-25-123672 filed by True Freedom Investing, 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 136,642 shares
    Change vs previous 13F +118,335 shares

    9.32% of the 13F portfolio, value $23,675,959.

    13F-HR 0001104659-25-123673 filed by True Freedom Investing, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 18,307 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,920,333.

    13F-HR 0001104659-25-123675 filed by True Freedom Investing, LLC
    Filed (acceptance time not in the bulk data set), ingested

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