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JOYN Advisors, Inc.: IWO position timeline

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

JOYN Advisors, Inc. held 92,247 IWO 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 92,247 shares
    Change vs previous 13F -23,945 shares

    4.86% of the 13F portfolio, value $14,591,000.

    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 116,192 shares
    Change vs previous 13F -3,402 shares

    5.33% of the 13F portfolio, value $24,891,000.

    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 119,594 shares
    Change vs previous 13F -1,605 shares

    5.09% of the 13F portfolio, value $23,049,000.

    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 121,199 shares
    Change vs previous 13F +1,488 shares

    5.26% of the 13F portfolio, value $23,399,000.

    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 119,711 shares
    Change vs previous 13F +299 shares

    5.42% of the 13F portfolio, value $23,542,000.

    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 119,412 shares
    Change vs previous 13F -5,800 shares

    4.55% of the 13F portfolio, value $20,061,000.

    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 125,212 shares
    Change vs previous 13F +452 shares

    5.06% of the 13F portfolio, value $26,931,000.

    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 124,760 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $25,492,000.

    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).