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Disclosery

FCG ADVISORS, LLC: IWD position timeline

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

FCG ADVISORS, LLC held 23,528 IWD 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 23,528 shares
    Change vs previous 13F -5,261 shares

    0.65% of the 13F portfolio, value $2,779,000.

    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 28,789 shares
    Change vs previous 13F -1,684 shares

    0.85% of the 13F portfolio, value $3,242,000.

    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 30,473 shares
    Change vs previous 13F +9,544 shares

    0.86% of the 13F portfolio, value $3,022,000.

    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 20,929 shares
    Change vs previous 13F -516 shares

    0.82% of the 13F portfolio, value $2,856,000.

    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 21,445 shares
    Change vs previous 13F +124 shares

    0.84% of the 13F portfolio, value $2,750,000.

    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 21,321 shares
    Change vs previous 13F -669 shares

    0.86% of the 13F portfolio, value $2,712,000.

    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 21,990 shares
    Change vs previous 13F +852 shares

    0.9% of the 13F portfolio, value $2,716,000.

    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 21,138 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,347,000.

    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).