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Wagner Wealth Management, Corp: IYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wagner Wealth Management, Corp on IYZ, newest first. How the timeline and the estimate are built.

Wagner Wealth Management, Corp held 47,497 IYZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,497 shares
    Change vs previous 13F -6,882 shares

    1.62% of the 13F portfolio, value $2,009,598.

    13F-HR 0001172661-26-003194 filed by Wagner Wealth Management, Corp
    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 54,379 shares
    Change vs previous 13F +6,905 shares

    1.92% of the 13F portfolio, value $2,138,182.

    13F-HR 0001172661-26-001599 filed by Wagner Wealth Management, Corp
    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 47,474 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,609,369.

    13F-HR 0001172661-26-000666 filed by Wagner Wealth Management, Corp
    Filed (acceptance time not in the bulk data set), ingested

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