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Disclosery

HM Capital Management, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HM Capital Management, LLC on IWD, newest first. How the timeline and the estimate are built.

HM Capital Management, LLC held 20,523 IWD shares at 2022-09-30 per its 13F-HR filed 2022-11-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 20,523 shares
    Change vs previous 13F -495 shares

    1.67% of the 13F portfolio, value $2,791,000.

    13F-HR 0001085146-22-003805 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 21,018 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $3,047,000.

    13F-HR 0001085146-22-002883 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 21,018 shares
    Change vs previous 13F -202 shares

    1.27% of the 13F portfolio, value $3,489,000.

    13F-HR 0001085146-22-001997 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 21,220 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $3,563,000.

    13F-HR 0001085146-22-000413 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 21,220 shares
    Change vs previous 13F -145 shares

    1.44% of the 13F portfolio, value $3,321,000.

    13F-HR 0001085146-21-002887 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 21,365 shares
    Change vs previous 13F -77 shares

    1.48% of the 13F portfolio, value $3,389,000.

    13F-HR 0001085146-21-002258 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 21,442 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $3,250,000.

    13F-HR 0001085146-21-001337 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 21,442 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,932,000.

    13F-HR 0001085146-21-000191 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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