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Disclosery

Westfuller Advisors, LLC: IYH position timeline

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

Westfuller Advisors, LLC held 495 IYH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 495 shares
    Change vs previous 13F -1,232 shares

    0.01% of the 13F portfolio, value $33,171.

    13F-HR 0002000324-26-003250 filed by Westfuller 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 1,727 shares
    Change vs previous 13F -618 shares

    0.05% of the 13F portfolio, value $106,482.

    13F-HR 0002000324-26-001734 filed by Westfuller 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 2,345 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $152,660.

    13F-HR 0002000324-26-000134 filed by Westfuller 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 2,337 shares
    Change vs previous 13F +2,337 shares

    0.06% of the 13F portfolio, value $137,204.

    13F-HR 0002000324-25-004144 filed by Westfuller 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,156 shares

    13F-HR 0001085146-25-001756 filed by Westfuller Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 3,156 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $205,114.

    13F-HR 0001085146-24-005423 filed by Westfuller Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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