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Disclosery

FMA ADVISORY INC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FMA ADVISORY INC on IWM, newest first. How the timeline and the estimate are built.

FMA ADVISORY INC held 0 IWM shares at 2021-06-30 per its 13F-HR filed 2021-08-13.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 0 shares
    Change vs previous 13F -28,411 shares

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-03-31
    13F 28,411 shares
    Change vs previous 13F +545 shares

    1.94% of the 13F portfolio, value $6,277,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 27,866 shares
    Change vs previous 13F +682 shares

    1.82% of the 13F portfolio, value $5,463,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 27,184 shares
    Change vs previous 13F -1,090 shares

    1.62% of the 13F portfolio, value $4,072,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 28,274 shares
    Change vs previous 13F +1,050 shares

    1.82% of the 13F portfolio, value $4,048,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 27,224 shares
    Change vs previous 13F +17,514 shares

    1.69% of the 13F portfolio, value $3,116,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 9,710 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,609,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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