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Capital Directions Investment Advisors, LLC: IWR position timeline

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

Capital Directions Investment Advisors, LLC held 1,822 IWR 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 1,822 shares
    Change vs previous 13F +1,822 shares

    0.05% of the 13F portfolio, value $122,894.

    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 -1,822 shares

    0.04% of the 13F portfolio, value $113,000.

    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 1,822 shares
    Change vs previous 13F -3,525 shares

    0.04% of the 13F portfolio, value $118,000.

    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 5,347 shares
    Change vs previous 13F -873 shares

    0.13% of the 13F portfolio, value $417,000.

    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 6,220 shares
    Change vs previous 13F +5,145 shares

    0.15% of the 13F portfolio, value $516,000.

    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 1,075 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $84,000.

    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 1,075 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $85,000.

    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).