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Disclosery

Westwind Capital: IYJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westwind Capital on IYJ, newest first. How the timeline and the estimate are built.

Westwind Capital held 15,700 IYJ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,700 shares
    Change vs previous 13F +149 shares

    0.56% of the 13F portfolio, value $2,408,000.

    13F-HR 0001729269-26-000008 filed by Westwind Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,551 shares
    Change vs previous 13F +463 shares

    0.61% of the 13F portfolio, value $2,592,000.

    13F-HR 0001729269-26-000007 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,088 shares
    Change vs previous 13F -1,207 shares

    0.53% of the 13F portfolio, value $2,226,000.

    13F-HR 0001729269-26-000005 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,295 shares
    Change vs previous 13F +306 shares

    0.49% of the 13F portfolio, value $2,414,000.

    13F-HR 0001729269-26-000002 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,989 shares
    Change vs previous 13F +7,777 shares

    0.49% of the 13F portfolio, value $2,332,000.

    13F-HR 0001729269-25-000009 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,212 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,169,000.

    13F-HR 0001729269-25-000008 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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