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Disclosery

BALASA DINVERNO & FOLTZ LLC: IWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALASA DINVERNO & FOLTZ LLC on IWC, newest first. How the timeline and the estimate are built.

BALASA DINVERNO & FOLTZ LLC held 101,113 IWC shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 101,113 shares
    Change vs previous 13F -5,148 shares

    0.66% of the 13F portfolio, value $10,454,000.

    13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 106,261 shares
    Change vs previous 13F +6,408 shares

    0.69% of the 13F portfolio, value $11,047,000.

    13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 99,853 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $12,867,000.

    13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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