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Disclosery

JOYN Advisors, Inc.: IWD position timeline

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

JOYN Advisors, Inc. held 465,243 IWD 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 465,243 shares
    Change vs previous 13F +74,275 shares

    15.36% of the 13F portfolio, value $46,143,000.

    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 390,968 shares
    Change vs previous 13F -15,777 shares

    11.42% of the 13F portfolio, value $53,359,000.

    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 406,745 shares
    Change vs previous 13F -8,666 shares

    11.53% of the 13F portfolio, value $52,169,000.

    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 415,411 shares
    Change vs previous 13F -4,068 shares

    11.47% of the 13F portfolio, value $50,979,000.

    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 419,479 shares
    Change vs previous 13F -21,247 shares

    11.92% of the 13F portfolio, value $51,801,000.

    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 440,726 shares
    Change vs previous 13F +37,821 shares

    11.1% of the 13F portfolio, value $48,943,000.

    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 402,905 shares
    Change vs previous 13F -14,002 shares

    9.58% of the 13F portfolio, value $51,016,000.

    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 416,907 shares
    Change vs previous 13F not available

    10.83% of the 13F portfolio, value $50,604,000.

    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).