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Disclosery

Longer Investments Inc.: IWM position timeline

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

Longer Investments Inc. held 72,255 IWM 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 72,255 shares
    Change vs previous 13F +72,255 shares

    13.08% of the 13F portfolio, value $11,062,000.

    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 -64,290 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 64,290 shares
    Change vs previous 13F +11,025 shares

    8.2% of the 13F portfolio, value $9,802,000.

    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 53,265 shares
    Change vs previous 13F -2,910 shares

    7.04% of the 13F portfolio, value $7,893,000.

    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 56,175 shares
    Change vs previous 13F not available

    6.93% of the 13F portfolio, value $7,916,000.

    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).