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WP Advisors, LLC: IYT position timeline

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

WP Advisors, LLC held 2,506 IYT 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 2,506 shares
    Change vs previous 13F -2,031 shares

    0.05% of the 13F portfolio, value $217,384.

    13F-HR 0001172661-26-002906 filed by WP 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 4,537 shares
    Change vs previous 13F -388 shares

    0.09% of the 13F portfolio, value $338,465.

    13F-HR 0001172661-26-001595 filed by WP 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 4,925 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $366,980.

    13F-HR 0001172661-26-000361 filed by WP 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 4,916 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $352,511.

    13F-HR 0001172661-25-004384 filed by WP 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 4,901 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $335,915.

    13F-HR 0001172661-25-002966 filed by WP 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 4,888 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $312,994.

    13F-HR 0001172661-25-001703 filed by WP 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 4,872 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $329,198.

    13F-HR 0001172661-25-000469 filed by WP 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 4,860 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $334,905.

    13F-HR 0001172661-24-004505 filed by WP Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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