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Disclosery

Vision Retirement, LLC: IYW position timeline

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

Vision Retirement, LLC held 2,142 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,142 shares
    Change vs previous 13F -21 shares

    0.13% of the 13F portfolio, value $540,389.

    13F-HR 0002069023-26-000003 filed by Vision Retirement, 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 2,163 shares
    Change vs previous 13F -1,403 shares

    0.11% of the 13F portfolio, value $392,488.

    13F-HR 0002069023-26-000001 filed by Vision Retirement, 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 3,566 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $712,112.

    13F-HR 0002069023-26-000002 filed by Vision Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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