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Disclosery

SMITH CHAS P & ASSOCIATES PA CPAS: IYY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH CHAS P & ASSOCIATES PA CPAS on IYY, newest first. How the timeline and the estimate are built.

SMITH CHAS P & ASSOCIATES PA CPAS held 4,197 IYY shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,197 shares
    Change vs previous 13F +2,397 shares

    0.04% of the 13F portfolio, value $765,056.

    13F-HR 0001082509-26-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Accepted , ingested

  2. period ended2026-03-31
    13F 1,800 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $285,210.

    13F-HR 0001082509-26-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).