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Weinberger Asset Management, Inc: IYW position timeline

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

Weinberger Asset Management, Inc held 24,422 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,422 shares
    Change vs previous 13F +7 shares

    1.86% of the 13F portfolio, value $5,813,488.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset Management, Inc
    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 24,415 shares
    Change vs previous 13F +9 shares

    1.66% of the 13F portfolio, value $4,429,437.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset Management, Inc
    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 24,406 shares
    Change vs previous 13F +7 shares

    1.76% of the 13F portfolio, value $4,873,432.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset Management, Inc
    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 24,399 shares
    Change vs previous 13F +7 shares

    1.73% of the 13F portfolio, value $4,778,869.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset Management, Inc
    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 24,392 shares
    Change vs previous 13F +13 shares

    1.63% of the 13F portfolio, value $4,226,382.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset Management, Inc
    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 24,379 shares
    Change vs previous 13F +12 shares

    1.47% of the 13F portfolio, value $3,423,820.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset Management, Inc
    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 24,367 shares
    Change vs previous 13F +11 shares

    1.62% of the 13F portfolio, value $3,886,944.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, Inc
    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 24,356 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,692,913.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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