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Disclosery

Braver Wealth Management, LLC: IWO position timeline

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

Braver Wealth Management, LLC held 32,488 IWO 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 32,488 shares
    Change vs previous 13F +32,488 shares

    0.81% of the 13F portfolio, value $5,001,000.

    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 ended2016-06-30
    13F 0 shares
    Change vs previous 13F -54,414 shares

    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).

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

  3. period ended2016-03-31
    13F 54,414 shares
    Change vs previous 13F +54,414 shares

    1.19% of the 13F portfolio, value $7,216,000.

    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).

  4. period ended2015-09-30
    13F 0 shares
    Change vs previous 13F -23,980 shares

    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).

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

  5. period ended2015-06-30
    13F 23,980 shares
    Change vs previous 13F -73,791 shares

    0.9% of the 13F portfolio, value $3,706,828.

    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).

  6. period ended2015-03-31
    13F 97,771 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $14,817,231.

    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).