MONROE BANK & TRUST/MI: IVW position timeline

MONROE BANK & TRUST/MI held 113,884 IVW shares at 2019-06-30 per its 13F-HR filed 2019-07-29.

the latest 13F is the newest step

1. period ended2019-06-30

   13F 113,884 shares

   Change vs previous 13F -16,089 shares

   6.84% of the 13F portfolio, value $20,413,000.

   13F-HR 0001085146-19-001985 filed by MONROE BANK & TRUST/MI
   Filed 2019-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

2. period ended2019-03-31

   13F 129,973 shares

   Change vs previous 13F -6,060 shares

   7.22% of the 13F portfolio, value $22,402,000.

   13F-HR 0001085146-19-001357 filed by MONROE BANK & TRUST/MI
   Filed 2019-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

3. period ended2018-12-31

   13F 136,033 shares

   Change vs previous 13F -2,759 shares

   6.85% of the 13F portfolio, value $20,496,000.

   13F-HR 0001085146-19-000529 filed by MONROE BANK & TRUST/MI
   Filed 2019-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

4. period ended2018-09-30

   13F 138,792 shares

   Change vs previous 13F +736 shares

   7.58% of the 13F portfolio, value $24,590,000.

   13F-HR 0001085146-18-002735 filed by MONROE BANK & TRUST/MI
   Filed 2018-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

5. period ended2018-06-30

   13F 138,056 shares

   Change vs previous 13F -56 shares

   6.95% of the 13F portfolio, value $22,449,000.

   13F-HR 0001085146-18-001895 filed by MONROE BANK & TRUST/MI
   Filed 2018-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

6. period ended2018-03-31

   13F 138,112 shares

   Change vs previous 13F -4,559 shares

   6.82% of the 13F portfolio, value $21,417,000.

   13F-HR 0001085146-18-001379 filed by MONROE BANK & TRUST/MI
   Filed 2018-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

7. period ended2017-12-31

   13F/A 142,671 shares

   Change vs previous 13F +412 shares

   6.8% of the 13F portfolio, value $21,796,000.

   13F-HR/A 0001085146-18-000768 filed by MONROE BANK & TRUST/MI
   Filed 2018-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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

8. period ended2017-09-30

   13F/A 142,259 shares

   Change vs previous 13F not available

   6.71% of the 13F portfolio, value $20,403,000.

   13F-HR/A 0001085146-17-002258 filed by MONROE BANK & TRUST/MI
   Filed 2017-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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