Skip to content
Disclosery

VestGen Advisors, LLC: IYW position timeline

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

VestGen Advisors, LLC held 17,467 IYW 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 17,467 shares
    Change vs previous 13F +1,859 shares

    0.13% of the 13F portfolio, value $4,405,701.

    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 15,608 shares
    Change vs previous 13F +879 shares

    0.1% of the 13F portfolio, value $3,700,189.

    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 14,729 shares
    Change vs previous 13F -996 shares

    0.13% of the 13F portfolio, value $2,941,094.

    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 15,725 shares
    Change vs previous 13F +13,572 shares

    0.1% of the 13F portfolio, value $3,079,920.

    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 2,153 shares
    Change vs previous 13F -14,342 shares

    0.02% of the 13F portfolio, value $390,102.

    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 16,495 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,316,557.

    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).