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Disclosery

Unified Investment Management: IYW position timeline

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

Unified Investment Management held 4,815 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,815 shares
    Change vs previous 13F -40 shares

    1.15% of the 13F portfolio, value $1,275,494.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,855 shares
    Change vs previous 13F -490 shares

    1.14% of the 13F portfolio, value $1,224,577.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,345 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $969,690.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,345 shares
    Change vs previous 13F -450 shares

    1.08% of the 13F portfolio, value $1,067,290.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,795 shares
    Change vs previous 13F -250 shares

    1.13% of the 13F portfolio, value $1,135,009.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,045 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,047,417.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,045 shares
    Change vs previous 13F -471 shares

    1% of the 13F portfolio, value $848,960.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,516 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,039,432.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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