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Disclosery

Longer Investments Inc.: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Longer Investments Inc. on IDV, newest first. How the timeline and the estimate are built.

Longer Investments Inc. held 79,004 IDV shares at 2019-03-31 per its 13F-HR filed 2019-04-22.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 79,004 shares
    Change vs previous 13F +79,004 shares

    2.88% of the 13F portfolio, value $2,438,000.

    13F-HR 0001534417-19-000003 filed by Longer Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-03-31
    13F 0 shares
    Change vs previous 13F -82,955 shares

    13F-HR 0001534417-18-000004 filed by Longer Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2017-12-31
    13F 82,955 shares
    Change vs previous 13F +795 shares

    2.34% of the 13F portfolio, value $2,803,000.

    13F-HR 0001534417-18-000001 filed by Longer Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-09-30
    13F 82,160 shares
    Change vs previous 13F -91,210 shares

    2.47% of the 13F portfolio, value $2,774,000.

    13F-HR 0001534417-17-000007 filed by Longer Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-06-30
    13F 173,370 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $5,673,000.

    13F-HR 0001534417-17-000006 filed by Longer Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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