MSI Financial Services Inc: IWM position timeline

MSI Financial Services Inc held 187,828 IWM shares at 2016-12-31 per its 13F-HR filed 2017-01-13.

the latest 13F is the newest step

1. period ended2016-12-31

   13F 187,828 shares

   Change vs previous 13F +7,159 shares

   0.82% of the 13F portfolio, value $25,328,000.

   13F-HR 0000950123-17-000195 filed by MSI Financial Services Inc
   Filed 2017-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

2. period ended2016-09-30

   13F 180,669 shares

   Change vs previous 13F +14,622 shares

   0.77% of the 13F portfolio, value $22,441,000.

   13F-HR 0000950123-16-020690 filed by MSI Financial Services Inc
   Filed 2016-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

3. period ended2016-06-30

   13F 166,047 shares

   Change vs previous 13F -13,097 shares

   0.69% of the 13F portfolio, value $19,093,000.

   13F-HR 0000950123-16-018508 filed by MSI Financial Services Inc
   Filed 2016-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

4. period ended2016-03-31

   13F 179,144 shares

   Change vs previous 13F +14,240 shares

   0.83% of the 13F portfolio, value $19,819,000.

   13F-HR 0000950123-16-015939 filed by MSI Financial Services Inc
   Filed 2016-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

5. period ended2015-12-31

   13F 164,904 shares

   Change vs previous 13F +70,771 shares

   0.84% of the 13F portfolio, value $18,571,000.

   13F-HR 0000950123-16-013407 filed by MSI Financial Services Inc
   Filed 2016-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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

6. period ended2015-09-30

   13F 94,133 shares

   Change vs previous 13F -2,546 shares

   0.8% of the 13F portfolio, value $10,279,000.

   13F-HR 0000950123-15-010555 filed by MSI Financial Services Inc
   Filed 2015-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

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

7. period ended2015-06-30

   13F 96,679 shares

   Change vs previous 13F +12,004 shares

   0.86% of the 13F portfolio, value $12,071,000.

   13F-HR 0000950123-15-007541 filed by MSI Financial Services Inc
   Filed 2015-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

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

8. period ended2015-03-31

   13F 84,675 shares

   Change vs previous 13F not available

   0.74% of the 13F portfolio, value $10,531,000.

   13F-HR 0000950123-15-004473 filed by MSI Financial Services Inc
   Filed 2015-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC

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