13F Filings History of Bawa N Mallick Trust

Latest 13F report
Q4 2025 - 12 Mar 2026
Value $
$269,280,846
Signature - Title
Lynnette Iglesias - Trustee
Location
Forest Hills, NY
Summary
This page shows a list of all the recent 13F filings made by Bawa N Mallick Trust. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bawa N Mallick Trust reported 73 stock holdings with total value $269,280,846 as of Q4 2025. Top holdings included SPY, QQQ, IVV, IWF, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 73 $269,280,846 +$1,233,207 -$417,002 +$816,205 SPY, QQQ, IVV, IWF, VOO 13F-HR 12 Mar 2026, 12:44
Q3 2025 74 $264,269,811 +$1,501,223 $0 +$1,501,223 SPY, QQQ, IVV, IWF, VOO 13F-HR 12 Mar 2026, 12:38
Q2 2025 67 $242,082,944 +$455,350 $0 +$455,350 SPY, QQQ, IVV, IWF, VOO 13F-HR 12 Mar 2026, 12:35
Q1 2025 65 $211,282,667 $0 -$610,560 -$610,560 SPY, QQQ, IVV, VOO, IWF 13F-HR 12 Mar 2026, 12:32
Q4 2024 68 $227,831,857 $0 $0 $0 SPY, QQQ, IVV, IWF, VOO 13F-HR 12 Mar 2026, 12:29