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Simply Money Advisors: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simply Money Advisors on IWV, newest first. How the timeline and the estimate are built.

Simply Money Advisors held 25,226 IWV shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 25,226 shares
    Change vs previous 13F +162 shares

    0.55% of the 13F portfolio, value $3,944,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 25,064 shares
    Change vs previous 13F +499 shares

    0.51% of the 13F portfolio, value $3,964,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 24,565 shares
    Change vs previous 13F -1,705 shares

    0.49% of the 13F portfolio, value $3,667,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 26,270 shares
    Change vs previous 13F +553 shares

    0.52% of the 13F portfolio, value $3,783,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 25,717 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,598,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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