BALASA DINVERNO & FOLTZ LLC: WTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALASA DINVERNO & FOLTZ LLC on WTV, newest first. How the timeline and the estimate are built.
BALASA DINVERNO & FOLTZ LLC held 52,112 WTV shares at 2022-09-30 per its 13F-HR filed 2022-10-25.
the latest 13F is the newest step
- period ended2022-09-3013F 52,112 sharesChange vs previous 13F -9 shares
0.17% of the 13F portfolio, value $2,660,000.
13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 52,121 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $2,762,000.
13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 52,121 sharesChange vs previous 13F -93 shares
0.22% of the 13F portfolio, value $3,210,000.
13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 52,214 sharesChange vs previous 13F -159 shares
0.21% of the 13F portfolio, value $3,309,000.
13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 52,373 sharesChange vs previous 13F -2,595 shares
0.22% of the 13F portfolio, value $3,107,000.
13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-06-3013F 54,968 sharesChange vs previous 13F +27,484 shares
0.24% of the 13F portfolio, value $3,286,000.
13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-03-3113F 27,484 sharesChange vs previous 13F +246 shares
0.25% of the 13F portfolio, value $3,095,000.
13F-HR 0001308757-21-000004 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-12-3113F 27,238 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $2,688,000.
13F-HR 0001308757-21-000003 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).