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DFPG INVESTMENTS, LLC: IYW position timeline

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

DFPG INVESTMENTS, LLC held 14,876 IYW shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 14,876 shares
    Change vs previous 13F +1,686 shares

    0.14% of the 13F portfolio, value $1,759,980.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 13,190 shares
    Change vs previous 13F -358 shares

    0.14% of the 13F portfolio, value $1,457,891.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 13,548 shares
    Change vs previous 13F +6,329 shares

    0.14% of the 13F portfolio, value $1,533,363.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 7,219 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $669,995.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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