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Kades & Cheifetz LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kades & Cheifetz LLC on IWB, newest first. How the timeline and the estimate are built.

Kades & Cheifetz LLC held 3,471 IWB shares at 2024-12-31 per its 13F-HR filed 2025-01-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,471 shares
    Change vs previous 13F +11 shares

    0.57% of the 13F portfolio, value $1,118,325.

    13F-HR 0001941040-25-000012 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,460 shares
    Change vs previous 13F +11 shares

    0.62% of the 13F portfolio, value $1,087,942.

    13F-HR 0001941040-24-000413 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,449 shares
    Change vs previous 13F +9 shares

    0.65% of the 13F portfolio, value $1,026,130.

    13F-HR 0001941040-24-000365 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 3,440 shares
    Change vs previous 13F -255 shares

    0.63% of the 13F portfolio, value $990,876.

    13F-HR 0001941040-24-000236 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 3,695 shares
    Change vs previous 13F -115 shares

    0.69% of the 13F portfolio, value $969,006.

    13F-HR 0001941040-24-000053 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 3,810 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $894,933.

    13F-HR 0001941040-23-000319 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 3,810 shares
    Change vs previous 13F +7 shares

    0.71% of the 13F portfolio, value $928,573.

    13F-HR 0001957259-23-000003 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 3,803 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $856,550.

    13F-HR 0001957259-23-000002 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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