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Disclosery

Livingston Group Asset Management CO (operating as Southport Capital Management): IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Livingston Group Asset Management CO (operating as Southport Capital Management) on IWY, newest first. How the timeline and the estimate are built.

Livingston Group Asset Management CO (operating as Southport Capital Management) held 8,397 IWY shares at 2022-03-31 per its 13F-HR filed 2022-04-25.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 8,397 shares
    Change vs previous 13F -81 shares

    0.49% of the 13F portfolio, value $1,334,000.

    13F-HR 0001379119-22-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 8,478 shares
    Change vs previous 13F -192 shares

    0.26% of the 13F portfolio, value $1,470,000.

    13F-HR 0001379119-22-000002 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 8,670 shares
    Change vs previous 13F +5,388 shares

    0.53% of the 13F portfolio, value $1,324,000.

    13F-HR 0001379119-21-000006 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F 3,282 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $494,000.

    13F-HR 0001379119-21-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 3,282 shares
    Change vs previous 13F -506 shares

    0.12% of the 13F portfolio, value $442,000.

    13F-HR 0001379119-21-000004 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 3,788 shares
    Change vs previous 13F +144 shares

    0.18% of the 13F portfolio, value $504,000.

    13F-HR 0001379119-21-000001 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F 3,644 shares
    Change vs previous 13F +1,662 shares

    0.17% of the 13F portfolio, value $442,000.

    13F-HR 0001379119-20-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-06-30
    13F 1,982 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $211,000.

    13F-HR 0001379119-20-000003 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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