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Disclosery

HL FINANCIAL SERVICES LLC: IWM position timeline

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

HL FINANCIAL SERVICES LLC held 90,810 IWM 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 90,810 shares
    Change vs previous 13F -8,077 shares

    0.21% of the 13F portfolio, value $13,902,000.

    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 98,887 shares
    Change vs previous 13F -832 shares

    0.23% of the 13F portfolio, value $13,241,000.

    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 99,719 shares
    Change vs previous 13F +569 shares

    0.26% of the 13F portfolio, value $16,808,000.

    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 99,150 shares
    Change vs previous 13F +10,437 shares

    0.28% of the 13F portfolio, value $16,238,000.

    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 88,713 shares
    Change vs previous 13F +88,713 shares

    0.24% of the 13F portfolio, value $13,469,000.

    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 -76,671 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 76,671 shares
    Change vs previous 13F +3,413 shares

    0.22% of the 13F portfolio, value $11,361,000.

    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 73,258 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $10,323,000.

    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).