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Disclosery

Daniels&Tansey,LLP: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daniels&Tansey,LLP on IWB, newest first. How the timeline and the estimate are built.

Daniels&Tansey,LLP held 2,086 IWB shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 2,086 shares
    Change vs previous 13F -39,954 shares

    0.07% of the 13F portfolio, value $202,029.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    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 42,040 shares
    Change vs previous 13F -267 shares

    3.4% of the 13F portfolio, value $10,246,914.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    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 42,307 shares
    Change vs previous 13F -1,898 shares

    3.27% of the 13F portfolio, value $9,528,884.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    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 44,205 shares
    Change vs previous 13F +1,091 shares

    3.56% of the 13F portfolio, value $9,306,110.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    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 43,114 shares
    Change vs previous 13F -88 shares

    3.53% of the 13F portfolio, value $8,507,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    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 43,202 shares
    Change vs previous 13F -261 shares

    3.49% of the 13F portfolio, value $8,975,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    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 43,463 shares
    Change vs previous 13F -1,823 shares

    3.67% of the 13F portfolio, value $10,868,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    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 45,286 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $11,975,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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