BALASA DINVERNO & FOLTZ LLC: WY position timeline

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

BALASA DINVERNO & FOLTZ LLC held 12,317 WY shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

period ended2022-09-30
13F 12,317 shares
Change vs previous 13F -6,013 shares
0.02% of the 13F portfolio, value $352,000.
13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 18,330 shares
Change vs previous 13F +1,892 shares
0.04% of the 13F portfolio, value $607,000.
13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 16,438 shares
Change vs previous 13F +4,806 shares
0.04% of the 13F portfolio, value $623,000.
13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 11,632 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $479,000.
13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).