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BRINKER CAPITAL INC: IEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRINKER CAPITAL INC on IEX, newest first. How the timeline and the estimate are built.

BRINKER CAPITAL INC held 4,703 IEX shares at 2020-06-30 per its 13F-HR filed 2020-07-30.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 4,703 shares
    Change vs previous 13F +1,709 shares

    0.02% of the 13F portfolio, value $743,000.

    13F-HR 0001104659-20-088254 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-03-31
    13F 2,994 shares
    Change vs previous 13F +1,572 shares

    0.02% of the 13F portfolio, value $414,000.

    13F-HR 0001104659-20-053352 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-12-31
    13F 1,422 shares
    Change vs previous 13F -213 shares

    0.01% of the 13F portfolio, value $245,000.

    13F-HR 0001104659-20-022421 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-09-30
    13F 1,635 shares
    Change vs previous 13F -1,379 shares

    0.01% of the 13F portfolio, value $268,000.

    13F-HR 0001104659-19-055177 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-06-30
    13F 3,014 shares
    Change vs previous 13F -72 shares

    0.02% of the 13F portfolio, value $519,000.

    13F-HR 0001144204-19-039086 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-03-31
    13F 3,086 shares
    Change vs previous 13F +3,086 shares

    0.02% of the 13F portfolio, value $468,000.

    13F-HR 0001144204-19-020627 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-12-31
    13F 0 shares
    Change vs previous 13F -1,344 shares

    13F-HR 0001144204-19-007712 filed by BRINKER CAPITAL INC
    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.

  8. period ended2018-09-30
    13F 1,344 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,000.

    13F-HR 0001144204-18-059062 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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