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Braver Wealth Management, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braver Wealth Management, LLC on IWM, newest first. How the timeline and the estimate are built.

Braver Wealth Management, LLC held 10,717 IWM shares at 2016-12-31 per its 13F-HR filed 2017-02-14.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 10,717 shares
    Change vs previous 13F -677 shares

    0.23% of the 13F portfolio, value $1,445,000.

    13F-HR 0001566494-17-000001 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 11,394 shares
    Change vs previous 13F +90 shares

    0.24% of the 13F portfolio, value $1,415,000.

    13F-HR 0001566494-16-000010 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 11,304 shares
    Change vs previous 13F -64,441 shares

    0.22% of the 13F portfolio, value $1,300,000.

    13F-HR 0001566494-16-000009 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 75,745 shares
    Change vs previous 13F +61,314 shares

    1.38% of the 13F portfolio, value $8,380,000.

    13F-HR 0001566494-16-000008 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 14,431 shares
    Change vs previous 13F +1,920 shares

    0.33% of the 13F portfolio, value $1,625,000.

    13F-HR 0001566494-16-000007 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 12,511 shares
    Change vs previous 13F +2,863 shares

    0.34% of the 13F portfolio, value $1,366,000.

    13F-HR 0001566494-15-000005 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 9,648 shares
    Change vs previous 13F -1,525 shares

    0.29% of the 13F portfolio, value $1,204,647.

    13F-HR 0001566494-15-000004 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 11,173 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,389,560.

    13F-HR 0001566494-15-000003 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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