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Frontier Wealth Management LLC: IWM position timeline

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

Frontier Wealth Management LLC held 15,180 IWM 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 15,180 shares
    Change vs previous 13F -1,553 shares

    0.19% of the 13F portfolio, value $2,571,000.

    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 16,733 shares
    Change vs previous 13F -283 shares

    0.04% of the 13F portfolio, value $3,299,000.

    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 17,016 shares
    Change vs previous 13F +5 shares

    0.25% of the 13F portfolio, value $3,785,000.

    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 17,011 shares
    Change vs previous 13F +455 shares

    0.26% of the 13F portfolio, value $3,721,000.

    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 16,556 shares
    Change vs previous 13F +399 shares

    0.27% of the 13F portfolio, value $3,797,000.

    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 16,157 shares
    Change vs previous 13F -5,779 shares

    0.27% of the 13F portfolio, value $3,570,000.

    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 21,936 shares
    Change vs previous 13F -2,894 shares

    0.35% of the 13F portfolio, value $4,301,000.

    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 24,830 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,719,000.

    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).