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FMA ADVISORY INC: IYR position timeline

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

FMA ADVISORY INC held 7,157 IYR shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 7,157 shares
    Change vs previous 13F -88 shares

    0.27% of the 13F portfolio, value $733,000.

    13F-HR 0001221073-21-000118 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).

  2. period ended2021-06-30
    13F 7,245 shares
    Change vs previous 13F -920 shares

    0.27% of the 13F portfolio, value $739,000.

    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).

  3. period ended2021-03-31
    13F 8,165 shares
    Change vs previous 13F -92 shares

    0.23% of the 13F portfolio, value $751,000.

    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).

  4. period ended2020-12-31
    13F 8,257 shares
    Change vs previous 13F -352 shares

    0.24% of the 13F portfolio, value $707,000.

    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).

  5. period ended2020-09-30
    13F 8,609 shares
    Change vs previous 13F -240 shares

    0.27% of the 13F portfolio, value $687,000.

    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).

  6. period ended2020-06-30
    13F 8,849 shares
    Change vs previous 13F -150 shares

    0.31% of the 13F portfolio, value $697,000.

    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).

  7. period ended2020-03-31
    13F 8,999 shares
    Change vs previous 13F -214 shares

    0.34% of the 13F portfolio, value $626,000.

    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).

  8. period ended2019-12-31
    13F 9,213 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $858,000.

    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).