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Disclosery

Savant Capital, LLC: IYW position timeline

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

Savant Capital, LLC held 13,333 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,333 shares
    Change vs previous 13F +508 shares

    0.01% of the 13F portfolio, value $3,363,719.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 12,825 shares
    Change vs previous 13F -502 shares

    0.01% of the 13F portfolio, value $2,326,729.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 13,327 shares
    Change vs previous 13F +615 shares

    0.02% of the 13F portfolio, value $2,661,198.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 12,712 shares
    Change vs previous 13F +119 shares

    0.02% of the 13F portfolio, value $2,489,828.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 12,593 shares
    Change vs previous 13F +220 shares

    0.02% of the 13F portfolio, value $2,181,979.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 12,373 shares
    Change vs previous 13F -776 shares

    0.01% of the 13F portfolio, value $1,737,679.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 13,149 shares
    Change vs previous 13F +8,224 shares

    0.02% of the 13F portfolio, value $2,097,593.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 4,925 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $746,729.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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