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Disclosery

Lyons Wealth Management, LLC.: IWM position timeline

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

Lyons Wealth Management, LLC. held 5,086 IWM shares at 2019-12-31 per its 13F-HR filed 2020-02-13.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 5,086 shares
    Change vs previous 13F -631 shares

    2.46% of the 13F portfolio, value $839,000.

    13F-HR 0001085146-20-000626 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 5,717 shares
    Change vs previous 13F -107 shares

    2.25% of the 13F portfolio, value $866,000.

    13F-HR 0001085146-19-002825 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 5,824 shares
    Change vs previous 13F -121 shares

    2.15% of the 13F portfolio, value $902,000.

    13F-HR 0001085146-19-002261 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 5,945 shares
    Change vs previous 13F +22 shares

    2.55% of the 13F portfolio, value $908,000.

    13F-HR 0001085146-19-001520 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 5,923 shares
    Change vs previous 13F -972 shares

    2.66% of the 13F portfolio, value $792,000.

    13F-HR 0001085146-19-000507 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 6,895 shares
    Change vs previous 13F -475 shares

    2.35% of the 13F portfolio, value $1,162,000.

    13F-HR 0001085146-18-002561 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 7,370 shares
    Change vs previous 13F +1,511 shares

    1.74% of the 13F portfolio, value $1,205,000.

    13F-HR 0001085146-18-002014 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 5,859 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $888,000.

    13F-HR 0001085146-18-001267 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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