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CATAWBA CAPITAL MANAGEMENT /VA: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CATAWBA CAPITAL MANAGEMENT /VA on IWV, newest first. How the timeline and the estimate are built.

CATAWBA CAPITAL MANAGEMENT /VA held 5,934 IWV shares at 2018-06-30 per its 13F-HR filed 2018-07-11.

the latest 13F is the newest step

  1. period ended2018-06-30
    13F 5,934 shares
    Change vs previous 13F -900 shares

    0.23% of the 13F portfolio, value $963,000.

    13F-HR 0001080366-18-000003 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-03-31
    13F 6,834 shares
    Change vs previous 13F -35 shares

    0.26% of the 13F portfolio, value $1,068,000.

    13F-HR 0001080366-18-000002 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-12-31
    13F 6,869 shares
    Change vs previous 13F -180 shares

    0.25% of the 13F portfolio, value $1,086,000.

    13F-HR 0001080366-18-000001 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-09-30
    13F 7,049 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,052,000.

    13F-HR 0001080366-17-000004 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-06-30
    13F 7,049 shares
    Change vs previous 13F -775 shares

    0.23% of the 13F portfolio, value $1,015,000.

    13F-HR 0001080366-17-000003 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-03-31
    13F 7,824 shares
    Change vs previous 13F -50 shares

    0.24% of the 13F portfolio, value $1,095,000.

    13F-HR 0001080366-17-000002 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-12-31
    13F 7,874 shares
    Change vs previous 13F +30 shares

    0.24% of the 13F portfolio, value $1,047,000.

    13F-HR 0001080366-17-000001 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-09-30
    13F 7,844 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,006,000.

    13F-HR 0001080366-16-000008 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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