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Wealthstar Advisors, LLC: IYW position timeline

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

Wealthstar Advisors, LLC held 5,879 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,879 shares
    Change vs previous 13F -361 shares

    0.74% of the 13F portfolio, value $1,482,928.

    13F-HR 0002085853-26-000912 filed by Wealthstar Advisors, 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 6,240 shares
    Change vs previous 13F -1,478 shares

    0.67% of the 13F portfolio, value $1,132,025.

    13F-HR 0002085853-26-000514 filed by Wealthstar Advisors, 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 7,718 shares
    Change vs previous 13F -10,690 shares

    0.84% of the 13F portfolio, value $1,541,177.

    13F-HR 0002085853-26-000148 filed by Wealthstar Advisors, 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 18,408 shares
    Change vs previous 13F -2,489 shares

    1.42% of the 13F portfolio, value $3,605,371.

    13F-HR 0002085853-25-000254 filed by Wealthstar Advisors, 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 20,897 shares
    Change vs previous 13F +12,346 shares

    1.36% of the 13F portfolio, value $3,620,863.

    13F-HR 0001667731-25-000936 filed by Wealthstar Advisors, 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 8,551 shares
    Change vs previous 13F -1,161 shares

    0.55% of the 13F portfolio, value $1,200,946.

    13F-HR 0001667731-25-000522 filed by Wealthstar Advisors, 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 9,712 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,549,225.

    13F-HR 0001667731-25-000148 filed by Wealthstar Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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