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WealthBridge Capital Management, LLC: IYW position timeline

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

WealthBridge Capital Management, LLC held 30,218 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,218 shares
    Change vs previous 13F -1,132 shares

    1.51% of the 13F portfolio, value $7,621,828.

    13F-HR 0001951757-26-001059 filed by WealthBridge Capital Management, 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 31,350 shares
    Change vs previous 13F -515 shares

    1.31% of the 13F portfolio, value $5,687,600.

    13F-HR 0001951757-26-000641 filed by WealthBridge Capital Management, 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 31,865 shares
    Change vs previous 13F -1,385 shares

    1.45% of the 13F portfolio, value $6,362,813.

    13F-HR 0001951757-26-000253 filed by WealthBridge Capital Management, 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 33,250 shares
    Change vs previous 13F -451 shares

    1.53% of the 13F portfolio, value $6,512,323.

    13F-HR 0001951757-25-001328 filed by WealthBridge Capital Management, 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 33,701 shares
    Change vs previous 13F -965 shares

    1.48% of the 13F portfolio, value $5,839,321.

    13F-HR 0001951757-25-001065 filed by WealthBridge Capital Management, 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 34,666 shares
    Change vs previous 13F -662 shares

    1.38% of the 13F portfolio, value $4,868,549.

    13F-HR 0001951757-25-000448 filed by WealthBridge Capital Management, 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 35,328 shares
    Change vs previous 13F -377 shares

    1.57% of the 13F portfolio, value $5,635,524.

    13F-HR 0001951757-25-000173 filed by WealthBridge Capital Management, 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 35,705 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $5,413,535.

    13F-HR 0001951757-24-000986 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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