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Braver Wealth Management, LLC: IYW position timeline

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

Braver Wealth Management, LLC held 12,525 IYW 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 12,525 shares
    Change vs previous 13F -59,303 shares

    0.24% of the 13F portfolio, value $1,506,000.

    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 71,828 shares
    Change vs previous 13F +55,200 shares

    1.43% of the 13F portfolio, value $8,548,000.

    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 16,628 shares
    Change vs previous 13F +30 shares

    0.3% of the 13F portfolio, value $1,751,000.

    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 16,598 shares
    Change vs previous 13F -86,313 shares

    0.3% of the 13F portfolio, value $1,801,000.

    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 102,911 shares
    Change vs previous 13F +86,962 shares

    2.27% of the 13F portfolio, value $11,015,000.

    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 15,949 shares
    Change vs previous 13F -26,003 shares

    0.39% of the 13F portfolio, value $1,577,000.

    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 41,952 shares
    Change vs previous 13F +25,970 shares

    1.07% of the 13F portfolio, value $4,391,099.

    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 15,982 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,677,466.

    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).