WINTRUST INVESTMENTS LLC: IYW position timeline

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

WINTRUST INVESTMENTS LLC held 460 IYW shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

period ended2024-12-31
13F 460 shares
Change vs previous 13F -180 shares
0.06% of the 13F portfolio, value $73,000.
13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 640 shares
Change vs previous 13F -5,805 shares
0.07% of the 13F portfolio, value $97,000.
13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 6,445 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $970,000.
13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 6,445 shares
Change vs previous 13F -350 shares
0.08% of the 13F portfolio, value $870,000.
13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 6,795 shares
Change vs previous 13F -199 shares
0.08% of the 13F portfolio, value $834,000.
13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
Filed 2024-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 6,994 shares
Change vs previous 13F -400 shares
0.08% of the 13F portfolio, value $734,000.
13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 7,394 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $805,000.
13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 7,394 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $686,000.
13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).