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3D ASSET MANAGEMENT, INC: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 3D ASSET MANAGEMENT, INC on IWO, newest first. How the timeline and the estimate are built.

3D ASSET MANAGEMENT, INC held 915 IWO shares at 2020-09-30 per its 13F-HR filed 2020-11-09.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 915 shares
    Change vs previous 13F +915 shares

    0.06% of the 13F portfolio, value $203,000.

    13F-HR 0001085146-20-002794 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -1,771 shares

    13F-HR 0001085146-20-001344 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2019-12-31
    13F 1,771 shares
    Change vs previous 13F -126 shares

    0.09% of the 13F portfolio, value $379,000.

    13F-HR 0001085146-20-000708 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-09-30
    13F 1,897 shares
    Change vs previous 13F -3 shares

    0.09% of the 13F portfolio, value $366,000.

    13F-HR 0001085146-19-002656 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-06-30
    13F 1,900 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $382,000.

    13F-HR 0001085146-19-002075 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-03-31
    13F 1,906 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $375,000.

    13F-HR 0001085146-19-001295 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-12-31
    13F 1,907 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $320,000.

    13F-HR 0001085146-19-000659 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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