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Disclosery

COLONY GROUP LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLONY GROUP LLC on IWD, newest first. How the timeline and the estimate are built.

COLONY GROUP LLC held 50,441 IWD shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 50,441 shares
    Change vs previous 13F -2,713 shares

    0.12% of the 13F portfolio, value $7,658,000.

    13F-HR 0001080628-23-000008 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 53,154 shares
    Change vs previous 13F -301 shares

    0.12% of the 13F portfolio, value $8,389,000.

    13F-HR 0001080628-23-000006 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 53,455 shares
    Change vs previous 13F +926 shares

    0.12% of the 13F portfolio, value $8,139,000.

    13F-HR 0001080628-23-000004 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 52,529 shares
    Change vs previous 13F +11,186 shares

    0.11% of the 13F portfolio, value $7,966,000.

    13F-HR 0001080628-23-000002 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 41,343 shares
    Change vs previous 13F +47 shares

    0.1% of the 13F portfolio, value $5,622,000.

    13F-HR 0001080628-22-000008 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 41,296 shares
    Change vs previous 13F +367 shares

    0.1% of the 13F portfolio, value $5,987,000.

    13F-HR 0001080628-22-000006 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 40,929 shares
    Change vs previous 13F +3,995 shares

    0.1% of the 13F portfolio, value $6,793,000.

    13F-HR 0001080628-22-000004 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 36,934 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,202,000.

    13F-HR 0001080628-22-000002 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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