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Disclosery

Moreno Evelyn V: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moreno Evelyn V on IWM, newest first. How the timeline and the estimate are built.

Moreno Evelyn V held 4,288 IWM shares at 2023-12-31 per its 13F-HR filed 2024-02-09.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 4,288 shares
    Change vs previous 13F -8,960 shares

    0.41% of the 13F portfolio, value $860,644.

    13F-HR 0001324022-24-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 13,248 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,341,452.

    13F-HR 0001324022-23-000008 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 13,248 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,480,953.

    13F-HR 0001324022-23-000005 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F/A 13,248 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,363,443.

    13F-HR/A 0001598011-23-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 13,248 shares
    Change vs previous 13F +13,248 shares

    0.53% of the 13F portfolio, value $2,309,921.

    13F-HR 0001598011-23-000001 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 0 shares
    Change vs previous 13F -16,217 shares

    13F-HR 0001324022-22-000006 filed by Moreno Evelyn V
    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.

  7. period ended2022-06-30
    13F 16,217 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,747,000.

    13F-HR 0001598011-22-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 16,217 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,329,000.

    13F-HR 0001598011-22-000002 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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