Edelman Financial Services, LLC: IWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edelman Financial Services, LLC on IWO, newest first. How the timeline and the estimate are built.
Edelman Financial Services, LLC held 0 IWO shares at 2018-12-31 per its 13F-HR filed 2019-02-13.
the latest 13F is the newest step
- period ended2018-12-3113F 0 sharesChange vs previous 13F -651,011 shares
13F-HR 0001085146-19-000671 filed by Edelman Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedPercent 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).
- period ended2018-09-3013F 651,011 sharesChange vs previous 13F +9,934 shares
1.27% of the 13F portfolio, value $140,019,000.
13F-HR 0001085146-18-002566 filed by Edelman Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-06-3013F 641,077 sharesChange vs previous 13F -21,982 shares
1.25% of the 13F portfolio, value $130,991,000.
13F-HR 0001085146-18-002006 filed by Edelman Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-03-3113F 663,059 sharesChange vs previous 13F -452 shares
1.25% of the 13F portfolio, value $126,359,000.
13F-HR 0001085146-18-001263 filed by Edelman Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-12-3113F 663,511 sharesChange vs previous 13F +3,088 shares
1.26% of the 13F portfolio, value $123,878,000.
13F-HR 0001085146-18-000443 filed by Edelman Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-09-3013F 660,423 sharesChange vs previous 13F +21,364 shares
1.27% of the 13F portfolio, value $118,189,000.
13F-HR 0001085146-17-002228 filed by Edelman Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-06-3013F 639,059 sharesChange vs previous 13F -697 shares
1.22% of the 13F portfolio, value $107,854,000.
13F-HR 0001085146-17-001699 filed by Edelman Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-03-3113F 639,756 sharesChange vs previous 13F not available
1.22% of the 13F portfolio, value $103,423,000.
13F-HR 0001085146-17-001173 filed by Edelman Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).