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Disclosery

Campbell Wealth Management: IYY position timeline

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

Campbell Wealth Management held 0 IYY shares at 2024-03-31 per its 13F-HR filed 2024-05-09.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -2,745 shares

    13F-HR 0001736648-24-000002 filed by Campbell Wealth Management
    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.

  2. period ended2023-12-31
    13F 2,745 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $320,000.

    13F-HR 0001736648-24-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 2,734 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $286,000.

    13F-HR 0001736648-23-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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