BINGHAM OSBORN & SCARBOROUGH LLC: IWB position timeline

BINGHAM OSBORN & SCARBOROUGH LLC held 0 IWB shares at 2021-12-31 per its 13F-HR filed 2022-01-05.

the latest 13F is the newest step

1. period ended2021-12-31

   13F 0 shares

   Change vs previous 13F -526,595 shares

   13F-HR 0001172661-22-000019 filed by BINGHAM OSBORN & SCARBOROUGH LLC
   Filed 2022-01-05 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2021-09-30

   13F 526,595 shares

   Change vs previous 13F -3,267 shares

   8.96% of the 13F portfolio, value $127,283,000.

   13F-HR 0001172661-21-002063 filed by BINGHAM OSBORN & SCARBOROUGH LLC
   Filed 2021-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

3. period ended2021-06-30

   13F 529,862 shares

   Change vs previous 13F -5,918 shares

   9.06% of the 13F portfolio, value $128,269,000.

   13F-HR 0001172661-21-001575 filed by BINGHAM OSBORN & SCARBOROUGH LLC
   Filed 2021-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

4. period ended2021-03-31

   13F 535,780 shares

   Change vs previous 13F -4,372 shares

   9.11% of the 13F portfolio, value $119,924,000.

   13F-HR 0001172661-21-001052 filed by BINGHAM OSBORN & SCARBOROUGH LLC
   Filed 2021-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

5. period ended2020-12-31

   13F 540,152 shares

   Change vs previous 13F -54,130 shares

   9.11% of the 13F portfolio, value $114,426,000.

   13F-HR 0001172661-21-000327 filed by BINGHAM OSBORN & SCARBOROUGH LLC
   Filed 2021-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

6. period ended2020-09-30

   13F 594,282 shares

   Change vs previous 13F -9,420 shares

   8.39% of the 13F portfolio, value $111,220,000.

   13F-HR 0001172661-20-002057 filed by BINGHAM OSBORN & SCARBOROUGH LLC
   Filed 2020-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

7. period ended2020-06-30

   13F 603,702 shares

   Change vs previous 13F -3,118 shares

   8.35% of the 13F portfolio, value $103,644,000.

   13F-HR 0001172661-20-001582 filed by BINGHAM OSBORN & SCARBOROUGH LLC
   Filed 2020-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

8. period ended2020-03-31

   13F 606,820 shares

   Change vs previous 13F not available

   8.46% of the 13F portfolio, value $85,883,000.

   13F-HR 0001172661-20-001128 filed by BINGHAM OSBORN & SCARBOROUGH LLC
   Filed 2020-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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