PacWest Financial Management Inc: IHDG position timeline

PacWest Financial Management Inc held 227,895 IHDG shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

1. period ended2016-12-31

   13F 227,895 shares

   Change vs previous 13F -9,955 shares

   3.56% of the 13F portfolio, value $60,050,000.

   13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
   Filed 2017-01-10 (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 237,850 shares

   Change vs previous 13F +19,030 shares

   3.84% of the 13F portfolio, value $6,272,000.

   13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
   Filed 2016-10-11 (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 218,820 shares

   Change vs previous 13F +72,850 shares

   3.51% of the 13F portfolio, value $5,613,000.

   13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
   Filed 2016-07-11 (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 145,970 shares

   Change vs previous 13F +16,630 shares

   2.41% of the 13F portfolio, value $3,742,000.

   13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
   Filed 2016-04-25 (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 129,340 shares

   Change vs previous 13F not available

   2.29% of the 13F portfolio, value $3,418,000.

   13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
   Filed 2016-01-15 (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).