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FinTrust Capital Advisors, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FinTrust Capital Advisors, LLC on IWB, newest first. How the timeline and the estimate are built.

FinTrust Capital Advisors, LLC held 35,401 IWB shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 35,401 shares
    Change vs previous 13F +3,111 shares

    1.89% of the 13F portfolio, value $11,129,566.

    13F-HR 0001104659-24-107966 filed by FinTrust Capital 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 ended2024-06-30
    13F 32,290 shares
    Change vs previous 13F +1,129 shares

    1.75% of the 13F portfolio, value $9,607,643.

    13F-HR 0001104659-24-082123 filed by FinTrust Capital 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 ended2024-03-31
    13F 31,161 shares
    Change vs previous 13F +3,948 shares

    1.73% of the 13F portfolio, value $8,975,268.

    13F-HR 0001104659-24-056078 filed by FinTrust Capital 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 ended2023-12-31
    13F 27,213 shares
    Change vs previous 13F +6,636 shares

    1.43% of the 13F portfolio, value $7,136,840.

    13F-HR 0001104659-24-017192 filed by FinTrust Capital 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 ended2023-09-30
    13F 20,577 shares
    Change vs previous 13F +16,250 shares

    1.07% of the 13F portfolio, value $4,833,818.

    13F-HR 0001104659-23-111012 filed by FinTrust Capital 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 ended2023-06-30
    13F 4,327 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $910,852.

    13F-HR 0001104659-23-083815 filed by FinTrust Capital 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 ended2023-03-31
    13F 4,327 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $910,852.

    13F-HR 0001104659-23-046571 filed by FinTrust Capital 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 ended2022-12-31
    13F 4,327 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $910,851.

    13F-HR 0001104659-23-021512 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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