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Watts Gwilliam & Co., LLC: IYF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Watts Gwilliam & Co., LLC on IYF, newest first. How the timeline and the estimate are built.

Watts Gwilliam & Co., LLC held 5,152 IYF shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,152 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $652,503.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,150 shares
    Change vs previous 13F -1,192 shares

    0.11% of the 13F portfolio, value $652,757.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,342 shares
    Change vs previous 13F -84 shares

    0.16% of the 13F portfolio, value $715,664.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,426 shares
    Change vs previous 13F -392 shares

    0.15% of the 13F portfolio, value $713,176.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,818 shares
    Change vs previous 13F -629 shares

    0.15% of the 13F portfolio, value $708,536.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,447 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $710,052.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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