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Westfuller Advisors, LLC: IYW position timeline

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

Westfuller Advisors, LLC held 2,330 IYW 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 2,330 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $587,784.

    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 2,330 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $422,651.

    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 2,329 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $465,018.

    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 2,328 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $455,993.

    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 ended2025-06-30
    13F 2,327 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $403,275.

    13F-HR 0001085146-25-003762 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).

  6. period ended2025-03-31
    13F 2,326 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $326,695.

    13F-HR 0001085146-25-002330 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).

  7. period ended2024-12-31
    13F 2,325 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $370,888.

    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).

  8. period ended2024-09-30
    13F 2,324 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $352,376.

    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).