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Capital Directions Investment Advisors, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Directions Investment Advisors, LLC on IWF, newest first. How the timeline and the estimate are built.

Capital Directions Investment Advisors, LLC held 25,702 IWF shares at 2022-12-31 per its 13F-HR filed 2023-02-01.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 25,702 shares
    Change vs previous 13F +25,702 shares

    2.05% of the 13F portfolio, value $5,506,396.

    13F-HR 0001062993-23-001787 filed by Capital Directions Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 0 shares
    Change vs previous 13F -26,202 shares

    1.75% of the 13F portfolio, value $4,559,000.

    13F-HR 0001062993-22-021408 filed by Capital Directions Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 26,202 shares
    Change vs previous 13F +1,395 shares

    1.9% of the 13F portfolio, value $5,730,000.

    13F-HR 0001062993-22-016709 filed by Capital Directions Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 24,807 shares
    Change vs previous 13F -209 shares

    2.09% of the 13F portfolio, value $6,887,000.

    13F-HR 0001062993-22-012482 filed by Capital Directions Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 25,016 shares
    Change vs previous 13F +1,042 shares

    2.21% of the 13F portfolio, value $7,645,000.

    13F-HR 0001062993-22-005002 filed by Capital Directions Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 23,974 shares
    Change vs previous 13F +351 shares

    2.01% of the 13F portfolio, value $6,570,000.

    13F-HR 0001062993-21-010369 filed by Capital Directions Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 23,623 shares
    Change vs previous 13F +23,623 shares

    1.93% of the 13F portfolio, value $6,413,000.

    13F-HR 0001062993-21-007485 filed by Capital Directions Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001062993-21-004659 filed by Capital Directions Investment Advisors, 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.