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William Howard & Co Financial Advisors Inc: IEMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Howard & Co Financial Advisors Inc on IEMG, newest first. How the timeline and the estimate are built.

William Howard & Co Financial Advisors Inc held 16,267 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,267 shares
    Change vs previous 13F +8 shares

    1.05% of the 13F portfolio, value $1,347,549.

    13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors 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 16,259 shares
    Change vs previous 13F -227 shares

    0.98% of the 13F portfolio, value $1,134,030.

    13F-HR 0002063364-26-000138 filed by William Howard & Co Financial Advisors 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 16,486 shares
    Change vs previous 13F -617 shares

    0.93% of the 13F portfolio, value $1,108,156.

    13F-HR 0002063364-26-000012 filed by William Howard & Co Financial Advisors 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 17,103 shares
    Change vs previous 13F -526 shares

    0.96% of the 13F portfolio, value $1,127,441.

    13F-HR 0002063364-25-000242 filed by William Howard & Co Financial Advisors 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 17,629 shares
    Change vs previous 13F -323 shares

    0.92% of the 13F portfolio, value $1,058,279.

    13F-HR 0002063364-25-000115 filed by William Howard & Co Financial Advisors 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 17,952 shares
    Change vs previous 13F +699 shares

    0.91% of the 13F portfolio, value $968,854.

    13F-HR 0002063364-25-000037 filed by William Howard & Co Financial Advisors 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 17,253 shares
    Change vs previous 13F -80 shares

    0.81% of the 13F portfolio, value $900,000.

    13F-HR 0002011188-25-000004 filed by William Howard & Co Financial Advisors 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 17,333 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $996,000.

    13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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