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Disclosery

FCG ADVISORS, LLC: IVW position timeline

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

FCG ADVISORS, LLC held 184,333 IVW shares at 2020-09-30 per its 13F-HR filed 2020-11-13.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 184,333 shares
    Change vs previous 13F +4,742 shares

    10.01% of the 13F portfolio, value $42,596,000.

    13F-HR 0000930413-20-002522 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 179,591 shares
    Change vs previous 13F -18,309 shares

    9.72% of the 13F portfolio, value $37,263,000.

    13F-HR 0000930413-20-001848 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 197,900 shares
    Change vs previous 13F +54,058 shares

    9.32% of the 13F portfolio, value $32,663,000.

    13F-HR 0000930413-20-001428 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 143,842 shares
    Change vs previous 13F +16,517 shares

    7.99% of the 13F portfolio, value $27,854,000.

    13F-HR 0000930413-20-000169 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 127,325 shares
    Change vs previous 13F +2,546 shares

    6.99% of the 13F portfolio, value $22,922,000.

    13F-HR 0000930413-19-002803 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 124,779 shares
    Change vs previous 13F +858 shares

    7.06% of the 13F portfolio, value $22,365,000.

    13F-HR 0000930413-19-002263 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 123,921 shares
    Change vs previous 13F +2,751 shares

    7.07% of the 13F portfolio, value $21,359,000.

    13F-HR 0000930413-19-001630 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 121,170 shares
    Change vs previous 13F not available

    6.96% of the 13F portfolio, value $18,257,000.

    13F-HR 0000930413-19-000521 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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