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Disclosery

Westmount Partners, LLC: IYR position timeline

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

Westmount Partners, LLC held 4,961 IYR shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,961 shares
    Change vs previous 13F -41 shares

    0.11% of the 13F portfolio, value $507,272.

    13F-HR 0002051491-26-000004 filed by Westmount Partners, 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 5,002 shares
    Change vs previous 13F -36 shares

    0.12% of the 13F portfolio, value $472,966.

    13F-HR 0002051491-26-000003 filed by Westmount Partners, 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 5,038 shares
    Change vs previous 13F -2,770 shares

    0.12% of the 13F portfolio, value $472,995.

    13F-HR 0002051491-26-000001 filed by Westmount Partners, 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 7,808 shares
    Change vs previous 13F -165 shares

    0.2% of the 13F portfolio, value $758,353.

    13F-HR 0002051491-25-000017 filed by Westmount Partners, 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 7,973 shares
    Change vs previous 13F -202 shares

    0.21% of the 13F portfolio, value $755,597.

    13F-HR 0002051491-25-000015 filed by Westmount Partners, 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 8,175 shares
    Change vs previous 13F +364 shares

    0.24% of the 13F portfolio, value $782,774.

    13F-HR 0002051491-25-000013 filed by Westmount Partners, 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 7,811 shares
    Change vs previous 13F +283 shares

    0.22% of the 13F portfolio, value $726,904.

    13F-HR 0002051491-25-000002 filed by Westmount Partners, 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 7,528 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $766,872.

    13F-HR 0002051491-25-000001 filed by Westmount Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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