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Disclosery

Lyons Wealth Management, LLC.: WM position timeline

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

Lyons Wealth Management, LLC. held 0 WM shares at 2019-06-30 per its 13F-HR filed 2019-08-13.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 0 shares
    Change vs previous 13F -2,305 shares

    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).

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

  2. period ended2019-03-31
    13F 2,305 shares
    Change vs previous 13F -8,753 shares

    0.67% of the 13F portfolio, value $239,000.

    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).

  3. period ended2018-12-31
    13F 11,058 shares
    Change vs previous 13F -2,984 shares

    3.31% of the 13F portfolio, value $985,000.

    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).

  4. period ended2018-09-30
    13F 14,042 shares
    Change vs previous 13F +9,600 shares

    2.57% of the 13F portfolio, value $1,272,000.

    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).

  5. period ended2018-06-30
    13F 4,442 shares
    Change vs previous 13F -652 shares

    0.52% of the 13F portfolio, value $362,000.

    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).

  6. period ended2018-03-31
    13F 5,094 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $428,000.

    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).