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Disclosery

Wealth Quarterback LLC: IYW position timeline

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

Wealth Quarterback LLC held 1,344 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,344 shares
    Change vs previous 13F -512 shares

    0.1% of the 13F portfolio, value $338,876.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 1,856 shares
    Change vs previous 13F -8,644 shares

    0.13% of the 13F portfolio, value $336,801.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 10,500 shares
    Change vs previous 13F -9,147 shares

    0.75% of the 13F portfolio, value $2,096,593.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 19,647 shares
    Change vs previous 13F +843 shares

    1.49% of the 13F portfolio, value $3,848,149.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 18,804 shares
    Change vs previous 13F +10,256 shares

    1.54% of the 13F portfolio, value $3,258,212.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 8,548 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,200,486.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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