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Disclosery

Jolley Asset Management, LLC: IWD position timeline

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

Jolley Asset Management, LLC held 4,291 IWD shares at 2020-03-31 per its 13F-HR filed 2020-04-15.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 4,291 shares
    Change vs previous 13F -268 shares

    0.33% of the 13F portfolio, value $426,000.

    13F-HR 0001398344-20-008049 filed by Jolley Asset 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 ended2019-12-31
    13F 4,559 shares
    Change vs previous 13F +398 shares

    0.35% of the 13F portfolio, value $622,000.

    13F-HR 0001398344-20-001193 filed by Jolley Asset 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 ended2019-09-30
    13F 4,161 shares
    Change vs previous 13F -256 shares

    0.35% of the 13F portfolio, value $534,000.

    13F-HR 0001398344-19-017910 filed by Jolley Asset 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 ended2019-06-30
    13F 4,417 shares
    Change vs previous 13F +4,417 shares

    0.36% of the 13F portfolio, value $562,000.

    13F-HR 0001398344-19-012240 filed by Jolley Asset 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 ended2018-09-30
    13F 0 shares
    Change vs previous 13F -600 shares

    13F-HR 0001398344-18-015072 filed by Jolley Asset Management, 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.

  6. period ended2018-06-30
    13F 600 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $73,000.

    13F-HR 0001569117-18-000006 filed by Jolley Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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