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Disclosery

Verum Partners LLC: IYW position timeline

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

Verum Partners LLC held 1,352 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,352 shares
    Change vs previous 13F -145 shares

    0.05% of the 13F portfolio, value $341,111.

    13F-HR 0001951757-26-001018 filed by Verum Partners 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 1,497 shares
    Change vs previous 13F +126 shares

    0.05% of the 13F portfolio, value $271,584.

    13F-HR 0001951757-26-000610 filed by Verum Partners 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 1,371 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $273,857.

    13F-HR 0001951757-26-000077 filed by Verum Partners 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 1,371 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $268,542.

    13F-HR 0001951757-25-001378 filed by Verum Partners 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 1,371 shares
    Change vs previous 13F +1,371 shares

    0.05% of the 13F portfolio, value $237,495.

    13F-HR 0001951757-25-000850 filed by Verum Partners 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 0 shares
    Change vs previous 13F -1,390 shares

    13F-HR 0001951757-25-000338 filed by Verum Partners 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.

  7. period ended2024-12-31
    13F 1,390 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $221,771.

    13F-HR 0001951757-25-000053 filed by Verum Partners 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 1,390 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $210,701.

    13F-HR 0001951757-24-001044 filed by Verum Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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