JOYN Advisors, Inc.: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOYN Advisors, Inc. on IWF, newest first. How the timeline and the estimate are built.
JOYN Advisors, Inc. held 210,995 IWF shares at 2020-03-31 per its 13F-HR filed 2020-04-30.
the latest 13F is the newest step
- period ended2020-03-3113F 210,995 sharesChange vs previous 13F -7,549 shares
10.58% of the 13F portfolio, value $31,786,000.
13F-HR 0001765380-20-000039 filed by JOYN Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-12-3113F 218,544 sharesChange vs previous 13F -15,399 shares
8.23% of the 13F portfolio, value $38,446,000.
13F-HR 0001765380-20-000009 filed by JOYN Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-09-3013F 233,943 sharesChange vs previous 13F -6,232 shares
8.25% of the 13F portfolio, value $37,344,000.
13F-HR 0001765380-19-000117 filed by JOYN Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-06-3013F 240,175 sharesChange vs previous 13F -12,437 shares
8.3% of the 13F portfolio, value $36,881,000.
13F-HR 0001765380-19-000092 filed by JOYN Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-03-3113F 252,612 sharesChange vs previous 13F -10,707 shares
8.8% of the 13F portfolio, value $38,235,000.
13F-HR 0001765380-19-000058 filed by JOYN Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-12-3113F 263,319 sharesChange vs previous 13F +19,645 shares
7.82% of the 13F portfolio, value $34,471,000.
13F-HR 0000909012-19-000025 filed by JOYN Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-09-3013F 243,674 sharesChange vs previous 13F -5,769 shares
7.14% of the 13F portfolio, value $38,008,000.
13F-HR 0000909012-18-000145 filed by JOYN Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-06-3013F 249,443 sharesChange vs previous 13F not available
7.68% of the 13F portfolio, value $35,870,000.
13F-HR 0000909012-18-000111 filed by JOYN Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).