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Disclosery

Li Winifred I: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Li Winifred I on IVZ, newest first. How the timeline and the estimate are built.

Li Winifred I held 5,896 IVZ shares at 2014-12-31 per its 13F-HR filed 2015-02-19.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 5,896 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $233,000.

    13F-HR 0000950123-15-003552 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-09-30
    13F 5,896 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $233,000.

    13F-HR 0000950123-14-010358 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 5,896 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $223,000.

    13F-HR 0000950123-14-009701 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 5,896 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $218,000.

    13F-HR 0000950123-14-006797 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-12-31
    13F 5,896 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $215,000.

    13F-HR 0000950123-14-001162 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 5,896 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $188,000.

    13F-HR 0000950123-13-009982 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-06-30
    13F 5,896 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $187,000.

    13F-HR 0000950123-13-005411 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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