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VestGen Advisors, LLC: IYH position timeline

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

VestGen Advisors, LLC held 17,426 IYH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,426 shares
    Change vs previous 13F -475 shares

    0.03% of the 13F portfolio, value $1,167,706.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 17,901 shares
    Change vs previous 13F -3,077 shares

    0.03% of the 13F portfolio, value $1,098,972.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 20,978 shares
    Change vs previous 13F -35,439 shares

    0.06% of the 13F portfolio, value $1,365,668.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 56,417 shares
    Change vs previous 13F -30,241 shares

    0.11% of the 13F portfolio, value $3,312,815.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 86,658 shares
    Change vs previous 13F -13,480 shares

    0.19% of the 13F portfolio, value $4,849,396.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 100,138 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,097,372.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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