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JOYN Advisors, Inc.: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOYN Advisors, Inc. on IVE, newest first. How the timeline and the estimate are built.

JOYN Advisors, Inc. held 8,036 IVE shares at 2020-03-31 per its 13F-HR filed 2020-04-30.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 8,036 shares
    Change vs previous 13F -4,087 shares

    0.26% of the 13F portfolio, value $773,000.

    13F-HR 0001765380-20-000039 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-12-31
    13F 12,123 shares
    Change vs previous 13F -522 shares

    0.34% of the 13F portfolio, value $1,577,000.

    13F-HR 0001765380-20-000009 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-09-30
    13F 12,645 shares
    Change vs previous 13F -65 shares

    0.33% of the 13F portfolio, value $1,507,000.

    13F-HR 0001765380-19-000117 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-06-30
    13F 12,710 shares
    Change vs previous 13F -1,203 shares

    0.32% of the 13F portfolio, value $1,432,000.

    13F-HR 0001765380-19-000092 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-03-31
    13F 13,913 shares
    Change vs previous 13F +7 shares

    0.36% of the 13F portfolio, value $1,569,000.

    13F-HR 0001765380-19-000058 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-12-31
    13F 13,906 shares
    Change vs previous 13F +9,240 shares

    0.32% of the 13F portfolio, value $1,406,000.

    13F-HR 0000909012-19-000025 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-09-30
    13F 4,666 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $541,000.

    13F-HR 0000909012-18-000145 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-06-30
    13F 5,166 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $569,000.

    13F-HR 0000909012-18-000111 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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