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Disclosery

HL FINANCIAL SERVICES LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HL FINANCIAL SERVICES LLC on IVW, newest first. How the timeline and the estimate are built.

HL FINANCIAL SERVICES LLC held 52,764 IVW shares at 2019-03-31 per its 13F-HR filed 2019-05-01.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 52,764 shares
    Change vs previous 13F -5,088 shares

    0.14% of the 13F portfolio, value $9,094,000.

    13F-HR 0000891092-19-005145 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 57,852 shares
    Change vs previous 13F +888 shares

    0.15% of the 13F portfolio, value $8,717,000.

    13F-HR 0000891092-19-001578 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 56,964 shares
    Change vs previous 13F -257 shares

    0.16% of the 13F portfolio, value $10,092,000.

    13F-HR 0000891092-18-008001 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 57,221 shares
    Change vs previous 13F +2,413 shares

    0.16% of the 13F portfolio, value $9,305,000.

    13F-HR 0000891092-18-005718 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 54,808 shares
    Change vs previous 13F +54,808 shares

    0.15% of the 13F portfolio, value $8,499,000.

    13F-HR 0000891092-18-004119 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -55,828 shares

    13F-HR 0000891092-18-000718 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2017-09-30
    13F 55,828 shares
    Change vs previous 13F -1,053 shares

    0.15% of the 13F portfolio, value $8,007,000.

    13F-HR 0000891092-17-008024 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 56,881 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,784,000.

    13F-HR 0000891092-17-005485 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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