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Wealth Management Partners, LLC: IYF position timeline

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

Wealth Management Partners, LLC held 9,207 IYF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,207 shares
    Change vs previous 13F +45 shares

    0.28% of the 13F portfolio, value $1,174,012.

    13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 9,162 shares
    Change vs previous 13F +31 shares

    0.31% of the 13F portfolio, value $1,078,026.

    13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 9,131 shares
    Change vs previous 13F -61 shares

    0.34% of the 13F portfolio, value $1,177,288.

    13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 9,192 shares
    Change vs previous 13F +49 shares

    0.37% of the 13F portfolio, value $1,164,102.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, LLC
    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 9,143 shares
    Change vs previous 13F +43 shares

    0.39% of the 13F portfolio, value $1,113,918.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, LLC
    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 9,100 shares
    Change vs previous 13F +223 shares

    0.48% of the 13F portfolio, value $1,026,960.

    13F-HR 0001085146-25-002028 filed by Wealth Management Partners, LLC
    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 8,877 shares
    Change vs previous 13F +1,342 shares

    0.42% of the 13F portfolio, value $981,641.

    13F-HR 0001085146-25-000272 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,535 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $782,878.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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