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LifePro Asset Management: IWM position timeline

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

LifePro Asset Management held 1,010 IWM shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,010 shares
    Change vs previous 13F -48 shares

    0.14% of the 13F portfolio, value $223,099.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 1,058 shares
    Change vs previous 13F -101 shares

    0.15% of the 13F portfolio, value $214,658.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 1,159 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $243,738.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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