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FRONT BARNETT ASSOCIATES LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FRONT BARNETT ASSOCIATES LLC on IVW, newest first. How the timeline and the estimate are built.

FRONT BARNETT ASSOCIATES LLC held 134,418 IVW shares at 2023-09-30 per its 13F-HR filed 2023-11-13.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 134,418 shares
    Change vs previous 13F -1,915 shares

    1.1% of the 13F portfolio, value $9,197,000.

    13F-HR 0000936698-23-000004 filed by FRONT BARNETT ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 136,333 shares
    Change vs previous 13F -2,387 shares

    1.08% of the 13F portfolio, value $9,609,000.

    13F-HR 0000936698-23-000003 filed by FRONT BARNETT ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 138,720 shares
    Change vs previous 13F +3,890 shares

    1.04% of the 13F portfolio, value $8,863,000.

    13F-HR 0000936698-23-000002 filed by FRONT BARNETT ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 134,830 shares
    Change vs previous 13F -602 shares

    1% of the 13F portfolio, value $7,888,000.

    13F-HR 0000936698-23-000001 filed by FRONT BARNETT ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 135,432 shares
    Change vs previous 13F +465 shares

    1.03% of the 13F portfolio, value $7,835,000.

    13F-HR 0000936698-22-000004 filed by FRONT BARNETT ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 134,967 shares
    Change vs previous 13F +1,540 shares

    0.99% of the 13F portfolio, value $8,145,000.

    13F-HR 0000936698-22-000003 filed by FRONT BARNETT ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 133,427 shares
    Change vs previous 13F +622 shares

    1.03% of the 13F portfolio, value $10,191,000.

    13F-HR 0000936698-22-000002 filed by FRONT BARNETT ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 132,805 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $11,112,000.

    13F-HR 0000936698-22-000001 filed by FRONT BARNETT ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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