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Disclosery

COLONY GROUP LLC: IWV position timeline

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

COLONY GROUP LLC held 239,721 IWV 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 239,721 shares
    Change vs previous 13F +7,835 shares

    0.88% of the 13F portfolio, value $58,746,000.

    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 231,886 shares
    Change vs previous 13F -6,382 shares

    0.84% of the 13F portfolio, value $59,010,000.

    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 238,268 shares
    Change vs previous 13F +28,524 shares

    0.83% of the 13F portfolio, value $56,091,000.

    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 209,744 shares
    Change vs previous 13F +3,112 shares

    0.65% of the 13F portfolio, value $46,286,000.

    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 206,632 shares
    Change vs previous 13F -2,281 shares

    0.76% of the 13F portfolio, value $42,781,000.

    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 208,913 shares
    Change vs previous 13F +30,746 shares

    0.78% of the 13F portfolio, value $45,416,000.

    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 178,167 shares
    Change vs previous 13F +176,518 shares

    0.7% of the 13F portfolio, value $46,746,000.

    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 1,649 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $458,000.

    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).