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FinTrust Capital Advisors, LLC: IWM position timeline

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

FinTrust Capital Advisors, LLC held 3,937 IWM 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 3,937 shares
    Change vs previous 13F +3,344 shares

    0.15% of the 13F portfolio, value $869,585.

    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 593 shares
    Change vs previous 13F +261 shares

    0.02% of the 13F portfolio, value $120,314.

    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 332 shares
    Change vs previous 13F -2,041 shares

    0.01% of the 13F portfolio, value $69,820.

    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 2,373 shares
    Change vs previous 13F +1,940 shares

    0.1% of the 13F portfolio, value $476,285.

    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 433 shares
    Change vs previous 13F -3,850 shares

    0.02% of the 13F portfolio, value $76,529.

    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 4,283 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $746,784.

    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 4,283 shares
    Change vs previous 13F -7,500 shares

    0.18% of the 13F portfolio, value $746,784.

    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 11,783 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,054,484.

    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).