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Disclosery

ADVISOR PARTNERS LLC: IWM position timeline

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

ADVISOR PARTNERS LLC held 1,681 IWM shares at 2022-06-30 per its 13F-HR filed 2022-08-11.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 1,681 shares
    Change vs previous 13F +203 shares

    0.02% of the 13F portfolio, value $285,000.

    13F-HR 0001725547-22-000146 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 1,478 shares
    Change vs previous 13F -158 shares

    0.02% of the 13F portfolio, value $304,000.

    13F-HR 0001456114-22-000004 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 1,636 shares
    Change vs previous 13F +1,636 shares

    0.02% of the 13F portfolio, value $365,000.

    13F-HR 0001456114-22-000001 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 0 shares
    Change vs previous 13F -1,380 shares

    13F-HR 0001456114-21-000008 filed by ADVISOR PARTNERS LLC
    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.

  5. period ended2021-06-30
    13F 1,380 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $317,000.

    13F-HR 0001456114-21-000007 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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