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Disclosery

Daniels&Tansey,LLP: IWR position timeline

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

Daniels&Tansey,LLP held 3,000 IWR 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 3,000 shares
    Change vs previous 13F -77,032 shares

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  2. period ended2023-06-30
    13F 80,032 shares
    Change vs previous 13F -1,030 shares

    1.94% of the 13F portfolio, value $5,844,736.

    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 81,062 shares
    Change vs previous 13F -220 shares

    1.95% of the 13F portfolio, value $5,667,855.

    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 81,282 shares
    Change vs previous 13F -14,568 shares

    2.1% of the 13F portfolio, value $5,482,470.

    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 95,850 shares
    Change vs previous 13F -644 shares

    2.47% of the 13F portfolio, value $5,957,000.

    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 96,494 shares
    Change vs previous 13F -9,259 shares

    2.43% of the 13F portfolio, value $6,239,000.

    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 105,753 shares
    Change vs previous 13F +480 shares

    2.79% of the 13F portfolio, value $8,252,000.

    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 105,273 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $8,738,000.

    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).