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Disclosery

Long Wharf Investors, Inc.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Wharf Investors, Inc. on IWB, newest first. How the timeline and the estimate are built.

Long Wharf Investors, Inc. held 2,775 IWB shares at 2014-06-30 per its 13F-HR filed 2014-08-04.

the latest 13F is the newest step

  1. period ended2014-06-30
    13F 2,775 shares
    Change vs previous 13F -1,770 shares

    0.24% of the 13F portfolio, value $306,000.

    13F-HR 0001511465-14-000004 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-03-31
    13F 4,545 shares
    Change vs previous 13F -117 shares

    0.41% of the 13F portfolio, value $476,000.

    13F-HR 0001511465-14-000003 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2013-12-31
    13F 4,662 shares
    Change vs previous 13F -1,680 shares

    0.44% of the 13F portfolio, value $481,000.

    13F-HR 0001511465-14-000002 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2013-09-30
    13F 6,342 shares
    Change vs previous 13F -150 shares

    0.57% of the 13F portfolio, value $597,000.

    13F-HR 0001511465-13-000005 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-06-30
    13F 6,492 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $584,000.

    13F-HR 0001511465-13-000004 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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