Frontier Wealth Management LLC: IVOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frontier Wealth Management LLC on IVOL, newest first. How the timeline and the estimate are built.

Frontier Wealth Management LLC held 324,806 IVOL shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

period ended2022-06-30
13F/A 324,806 shares
Change vs previous 13F -769,036 shares
0.6% of the 13F portfolio, value $8,231,000.
13F-HR/A 0001085146-22-003057 filed by Frontier Wealth Management LLC
Filed 2022-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 1,093,842 shares
Change vs previous 13F +172,639 shares
0.35% of the 13F portfolio, value $28,429,000.
13F-HR 0001085146-22-002076 filed by Frontier Wealth Management LLC
Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 921,203 shares
Change vs previous 13F +54,344 shares
1.63% of the 13F portfolio, value $24,734,000.
13F-HR 0001085146-22-000509 filed by Frontier Wealth Management LLC
Filed 2022-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 866,859 shares
Change vs previous 13F not available
1.67% of the 13F portfolio, value $24,159,000.
13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).