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Jacobus Wealth Management, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobus Wealth Management, Inc. on IWM, newest first. How the timeline and the estimate are built.

Jacobus Wealth Management, Inc. held 1,945 IWM shares at 2017-09-30 per its 13F-HR filed 2017-10-31.

the latest 13F is the newest step

  1. period ended2017-09-30
    13F 1,945 shares
    Change vs previous 13F +110 shares

    0.08% of the 13F portfolio, value $288,000.

    13F-HR 0001140361-17-040251 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-06-30
    13F 1,835 shares
    Change vs previous 13F +190 shares

    0.07% of the 13F portfolio, value $259,000.

    13F-HR 0001140361-17-031805 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-03-31
    13F 1,645 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $226,000.

    13F-HR 0001140361-17-019254 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-12-31
    13F 1,545 shares
    Change vs previous 13F -2,830 shares

    0.06% of the 13F portfolio, value $208,000.

    13F-HR 0001140361-17-004415 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-09-30
    13F 4,375 shares
    Change vs previous 13F +713 shares

    0.16% of the 13F portfolio, value $543,000.

    13F-HR 0001140361-16-085304 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-06-30
    13F 3,662 shares
    Change vs previous 13F -148 shares

    0.13% of the 13F portfolio, value $421,000.

    13F-HR 0001140361-16-074945 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-03-31
    13F 3,810 shares
    Change vs previous 13F -4,084 shares

    0.12% of the 13F portfolio, value $422,000.

    13F-HR 0001140361-16-066615 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-12-31
    13F 7,894 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $889,000.

    13F-HR 0001140361-16-050572 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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