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Frontier Wealth Management LLC: IVW position timeline

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

Frontier Wealth Management LLC held 16,200 IVW shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F/A 16,200 shares
    Change vs previous 13F -1,185 shares

    0.07% of the 13F portfolio, value $978,000.

    13F-HR/A 0001085146-22-003057 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 17,385 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $1,255,000.

    13F-HR 0001085146-22-002076 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 17,380 shares
    Change vs previous 13F -810 shares

    0.1% of the 13F portfolio, value $1,454,000.

    13F-HR 0001085146-22-000509 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 18,190 shares
    Change vs previous 13F -893 shares

    0.09% of the 13F portfolio, value $1,344,000.

    13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 19,083 shares
    Change vs previous 13F -130 shares

    0.1% of the 13F portfolio, value $1,388,000.

    13F-HR 0001085146-21-002471 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 19,213 shares
    Change vs previous 13F -338 shares

    0.1% of the 13F portfolio, value $1,251,000.

    13F-HR 0001085146-21-001775 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 19,551 shares
    Change vs previous 13F +14,645 shares

    0.1% of the 13F portfolio, value $1,248,000.

    13F-HR 0001085146-21-000993 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 4,906 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,134,000.

    13F-HR 0001085146-20-002949 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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