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Viewpoint Capital Management LLC: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Viewpoint Capital Management LLC on IYR, newest first. How the timeline and the estimate are built.

Viewpoint Capital Management LLC held 1,547 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,547 shares
    Change vs previous 13F -1,036 shares

    0.08% of the 13F portfolio, value $158,181.

    13F-HR 0001398344-26-013442 filed by Viewpoint Capital Management 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 2,583 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $244,248.

    13F-HR 0001398344-26-006658 filed by Viewpoint Capital Management 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 2,583 shares
    Change vs previous 13F -448 shares

    0.11% of the 13F portfolio, value $242,518.

    13F-HR 0001398344-26-002697 filed by Viewpoint Capital Management 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 3,031 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $294,249.

    13F-HR 0001398344-25-019500 filed by Viewpoint Capital Management 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 3,031 shares
    Change vs previous 13F -430 shares

    0.14% of the 13F portfolio, value $287,248.

    13F-HR 0001398344-25-013538 filed by Viewpoint Capital Management 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 3,461 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $331,391.

    13F-HR 0001398344-25-008026 filed by Viewpoint Capital Management 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 3,461 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $322,081.

    13F-HR 0001398344-25-001366 filed by Viewpoint Capital Management 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 3,461 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $350,080.

    13F-HR 0001398344-24-019294 filed by Viewpoint Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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