AFT, FORSYTH & COMPANY, INC.

Position in IBB — iShares Biotechnology ETF

CIK 1512073 JUPITER, FL

Position in IBB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$763,993

+$63,773 QoQ

Shares Held

4,017

-3.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#154

of 294 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,993	4,017	-3.1%	Shares	Sole	2026-08-14
2026-03-31	$700,220	4,147	+0.0%	Shares	Sole	2026-05-14
2025-12-31	$699,720	4,146	-0.4%	Shares	Sole	2026-02-13
2025-09-30	$601,012	4,163	-1.0%	Shares	Sole	2025-11-07
2025-06-30	$532,101	4,206	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$538,586	4,211	+0.0%	Shares	Sole	2025-05-12
2024-12-31	$556,471	4,209	-3.5%	Shares	Sole	2025-01-29
2024-09-30	$635,107	4,362	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$603,120	4,394	+0.7%	Shares	Sole	2024-08-13
2024-03-31	$598,828	4,364	+2.5%	Shares	Sole	2024-04-30
2023-12-31	$578,177	4,256	-8.3%	Shares	Sole	2024-02-09
2023-09-30	$567,792	4,643	-0.1%	Shares	Sole	2023-11-07
2023-06-30	$590,110	4,648	-7.6%	Shares	Sole	2023-08-14
2023-03-31	$650,062	5,033	+1.1%	Shares	Sole	2023-05-02
2022-12-31	$653,430	4,977	+2.9%	Shares	Sole	2023-02-13
2022-09-30	$565,618	4,836	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$555,331	4,721	+0.0%	Shares	Sole	2022-07-28
2022-03-31	$615,016	4,720	-1.4%	Shares	Sole	2022-05-10
2021-12-31	$730,744	4,788	+0.7%	Shares	Sole	2022-02-07
2021-09-30	$769,111	4,757	+1.3%	Shares	Sole	2021-11-08
2021-06-30	$768,664	4,697	+1.4%	Shares	Sole	2021-07-15
2021-03-31	$697,393	4,632	+0.7%	Shares	Sole	2021-05-04
2020-12-31	$697,156	4,602	+2.1%	Shares	Sole	2021-02-09
2020-09-30	$610,292	4,507	+7.9%	Shares	Sole	2020-11-05
2020-06-30	$570,817	4,176	+1.8%	Shares	Sole	2020-08-06
2020-03-31	$441,841	4,101	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.