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New England Investment & Retirement Group, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New England Investment & Retirement Group, Inc. on IWM, newest first. How the timeline and the estimate are built.

New England Investment & Retirement Group, Inc. held 62,221 IWM shares at 2021-09-30 per its 13F-HR filed 2021-10-28.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 62,221 shares
    Change vs previous 13F +1,406 shares

    3.14% of the 13F portfolio, value $13,611,000.

    13F-HR 0001535679-21-000005 filed by New England Investment & Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 60,815 shares
    Change vs previous 13F -27,221 shares

    3.03% of the 13F portfolio, value $13,949,000.

    13F-HR 0001535679-21-000004 filed by New England Investment & Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 88,036 shares
    Change vs previous 13F +36,519 shares

    4.7% of the 13F portfolio, value $19,451,000.

    13F-HR 0001535679-21-000003 filed by New England Investment & Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 51,517 shares
    Change vs previous 13F +51,517 shares

    2.35% of the 13F portfolio, value $10,100,000.

    13F-HR 0001535679-21-000002 filed by New England Investment & Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 0 shares
    Change vs previous 13F -472 shares

    13F-HR 0001535679-20-000004 filed by New England Investment & Retirement Group, Inc.
    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.

  6. period ended2020-03-31
    13F 472 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $54,000.

    13F-HR 0001535679-20-000003 filed by New England Investment & Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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