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Disclosery

Wallace Hart LLC: IYW position timeline

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

Wallace Hart LLC held 16,531 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,531 shares
    Change vs previous 13F +1,071 shares

    2.61% of the 13F portfolio, value $4,169,614.

    13F-HR 0001398344-26-014386 filed by Wallace Hart 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 15,460 shares
    Change vs previous 13F +6,285 shares

    3.86% of the 13F portfolio, value $2,804,753.

    13F-HR 0001398344-26-008793 filed by Wallace Hart 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 9,175 shares
    Change vs previous 13F +7,203 shares

    1.35% of the 13F portfolio, value $1,832,064.

    13F-HR 0001398344-26-003261 filed by Wallace Hart 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 1,972 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $386,236.

    13F-HR 0001398344-25-020310 filed by Wallace Hart LLC
    Filed (acceptance time not in the bulk data set), ingested

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