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TSA Wealth Managment LLC: IYW position timeline

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

TSA Wealth Managment LLC held 16,376 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,376 shares
    Change vs previous 13F -1,767 shares

    1.17% of the 13F portfolio, value $4,130,518.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 18,143 shares
    Change vs previous 13F -1,513 shares

    1.06% of the 13F portfolio, value $3,291,503.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 19,656 shares
    Change vs previous 13F +403 shares

    1.3% of the 13F portfolio, value $3,924,910.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 19,253 shares
    Change vs previous 13F -21,025 shares

    1.28% of the 13F portfolio, value $3,770,893.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 40,278 shares
    Change vs previous 13F -5,194 shares

    2.55% of the 13F portfolio, value $6,978,969.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 45,472 shares
    Change vs previous 13F +710 shares

    2.54% of the 13F portfolio, value $6,386,088.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 44,762 shares
    Change vs previous 13F -1,873 shares

    2.91% of the 13F portfolio, value $7,140,434.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 46,635 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $7,070,799.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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