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BOSTON FINANCIAL MANGEMENT LLC: IEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOSTON FINANCIAL MANGEMENT LLC on IEX, newest first. How the timeline and the estimate are built.

BOSTON FINANCIAL MANGEMENT LLC held 1,078 IEX shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,078 shares
    Change vs previous 13F +1,078 shares

    0.01% of the 13F portfolio, value $225,517.

    13F-HR 0001053055-25-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -44,511 shares

    13F-HR 0001053055-24-000005 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  3. period ended2024-06-30
    13F 44,511 shares
    Change vs previous 13F -3,507 shares

    0.29% of the 13F portfolio, value $8,955,614.

    13F-HR 0001053055-24-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 48,018 shares
    Change vs previous 13F +2,328 shares

    0.37% of the 13F portfolio, value $11,717,353.

    13F-HR 0001053055-24-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 45,690 shares
    Change vs previous 13F -8,104 shares

    0.34% of the 13F portfolio, value $9,919,756.

    13F-HR 0001053055-24-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 53,794 shares
    Change vs previous 13F -532 shares

    0.42% of the 13F portfolio, value $11,190,228.

    13F-HR 0001053055-23-000004 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 54,326 shares
    Change vs previous 13F -2,087 shares

    0.42% of the 13F portfolio, value $11,694,215.

    13F-HR 0001053055-23-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 56,413 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $13,033,096.

    13F-HR 0001053055-23-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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