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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

  1. period ended2020-03-31
    13F 210,995 shares
    Change 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), ingested

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

  2. period ended2019-12-31
    13F 218,544 shares
    Change 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), ingested

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

  3. period ended2019-09-30
    13F 233,943 shares
    Change 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), ingested

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

  4. period ended2019-06-30
    13F 240,175 shares
    Change 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), ingested

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

  5. period ended2019-03-31
    13F 252,612 shares
    Change 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), ingested

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

  6. period ended2018-12-31
    13F 263,319 shares
    Change 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), ingested

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

  7. period ended2018-09-30
    13F 243,674 shares
    Change 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), ingested

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

  8. period ended2018-06-30
    13F 249,443 shares
    Change 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), ingested

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