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M&R CAPITAL MANAGEMENT INC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M&R CAPITAL MANAGEMENT INC on IWM, newest first. How the timeline and the estimate are built.

M&R CAPITAL MANAGEMENT INC held 17,459 IWM shares at 2024-09-30 per its 13F-HR filed 2024-10-02.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 17,459 shares
    Change vs previous 13F +539 shares

    0.85% of the 13F portfolio, value $3,856,576.

    13F-HR 0001214659-24-016992 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 16,920 shares
    Change vs previous 13F +11,466 shares

    0.82% of the 13F portfolio, value $3,432,866.

    13F-HR 0001214659-24-011825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 5,454 shares
    Change vs previous 13F -12 shares

    0.28% of the 13F portfolio, value $1,146,926.

    13F-HR 0001214659-24-005825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 5,466 shares
    Change vs previous 13F +5,230 shares

    0.27% of the 13F portfolio, value $1,097,081.

    13F-HR 0001214659-24-000039 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 236 shares
    Change vs previous 13F -278 shares

    0.01% of the 13F portfolio, value $41,711.

    13F-HR 0001214659-23-013282 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 514 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $96,256.

    13F-HR 0001057395-23-000003 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 514 shares
    Change vs previous 13F -60 shares

    0.03% of the 13F portfolio, value $91,697.

    13F-HR 0001057395-23-000002 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 574 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $100,082.

    13F-HR 0001057395-23-000001 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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