Skip to content
Disclosery

Warm Springs Advisors Inc.: IYW position timeline

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

Warm Springs Advisors Inc. held 2,312 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,312 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $583,156.

    13F-HR 0001214659-26-010000 filed by Warm Springs Advisors Inc.
    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 2,312 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $419,443.

    13F-HR 0001214659-26-005329 filed by Warm Springs Advisors Inc.
    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 2,312 shares
    Change vs previous 13F -287 shares

    0.36% of the 13F portfolio, value $461,660.

    13F-HR 0001214659-26-000880 filed by Warm Springs Advisors Inc.
    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 2,599 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $508,992.

    13F-HR 0001214659-25-016243 filed by Warm Springs Advisors Inc.
    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 2,599 shares
    Change vs previous 13F -113 shares

    0.39% of the 13F portfolio, value $450,271.

    13F-HR 0001214659-25-011580 filed by Warm Springs Advisors Inc.
    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 2,712 shares
    Change vs previous 13F +17 shares

    0.38% of the 13F portfolio, value $380,805.

    13F-HR 0001214659-25-011578 filed by Warm Springs Advisors Inc.
    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 2,695 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $429,966.

    13F-HR 0001214659-25-003041 filed by Warm Springs Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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