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Disclosery

New Potomac Partners, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Potomac Partners, LLC on IYW, newest first. How the timeline and the estimate are built.

New Potomac Partners, LLC held 15,632 IYW shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 15,632 shares
    Change vs previous 13F -255 shares

    1.22% of the 13F portfolio, value $2,370,124.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
    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 15,887 shares
    Change vs previous 13F -497 shares

    1.31% of the 13F portfolio, value $2,390,994.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
    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 16,384 shares
    Change vs previous 13F -899 shares

    1.23% of the 13F portfolio, value $2,212,824.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
    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 17,283 shares
    Change vs previous 13F -425 shares

    1.26% of the 13F portfolio, value $2,121,489.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    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 17,708 shares
    Change vs previous 13F -1,002 shares

    1.28% of the 13F portfolio, value $1,857,924.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    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 18,710 shares
    Change vs previous 13F -7,713 shares

    1.34% of the 13F portfolio, value $2,036,958.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    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 26,423 shares
    Change vs previous 13F -303 shares

    1.7% of the 13F portfolio, value $2,452,319.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    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 26,726 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,990,820.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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