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BALASA DINVERNO & FOLTZ LLC: IWO position timeline

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

BALASA DINVERNO & FOLTZ LLC held 39,023 IWO 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 39,023 shares
    Change vs previous 13F -7,899 shares

    0.51% of the 13F portfolio, value $8,062,000.

    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 46,922 shares
    Change vs previous 13F +10,236 shares

    0.61% of the 13F portfolio, value $9,680,000.

    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 36,686 shares
    Change vs previous 13F +6,425 shares

    0.63% of the 13F portfolio, value $9,382,000.

    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).

  4. period ended2021-12-31
    13F 30,261 shares
    Change vs previous 13F -400 shares

    0.57% of the 13F portfolio, value $8,868,000.

    13F-HR 0001308757-22-000001 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).

  5. period ended2021-09-30
    13F 30,661 shares
    Change vs previous 13F -2,089 shares

    0.63% of the 13F portfolio, value $9,002,000.

    13F-HR 0001308757-21-000006 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).

  6. period ended2021-06-30
    13F 32,750 shares
    Change vs previous 13F +901 shares

    0.73% of the 13F portfolio, value $10,208,000.

    13F-HR 0001308757-21-000005 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).

  7. period ended2021-03-31
    13F 31,849 shares
    Change vs previous 13F -347 shares

    0.77% of the 13F portfolio, value $9,578,000.

    13F-HR 0001308757-21-000004 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).

  8. period ended2020-12-31
    13F 32,196 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $9,231,000.

    13F-HR 0001308757-21-000003 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).