ParenteBeard Wealth Management, LLC: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ParenteBeard Wealth Management, LLC on IWF, newest first. How the timeline and the estimate are built.
ParenteBeard Wealth Management, LLC held 1,514 IWF shares at 2014-12-31 per its 13F-HR filed 2015-01-28.
the latest 13F is the newest step
- period ended2014-12-3113F 1,514 sharesChange vs previous 13F -12,704 shares
0.31% of the 13F portfolio, value $15,830,000.
13F-HR 0001515072-15-000001 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-09-3013F 14,218 sharesChange vs previous 13F +539 shares
0.55% of the 13F portfolio, value $1,303,000.
13F-HR 0001515072-14-000004 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-06-3013F 13,679 sharesChange vs previous 13F +1,068 shares
0.55% of the 13F portfolio, value $1,244,000.
13F-HR 0001515072-14-000003 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-03-3113F 12,611 sharesChange vs previous 13F -10,941 shares
0.54% of the 13F portfolio, value $1,091,396.
13F-HR 0001515072-14-000002 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-12-3113F 23,552 sharesChange vs previous 13F -4,852 shares
0.8% of the 13F portfolio, value $2,024,000.
13F-HR 0001515072-14-000001 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-09-3013F 28,404 sharesChange vs previous 13F -8,195 shares
1.08% of the 13F portfolio, value $2,221,000.
13F-HR 0001515072-13-000008 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-06-3013F 36,599 sharesChange vs previous 13F not available
1.21% of the 13F portfolio, value $2,662,000.
13F-HR 0001515072-13-000007 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).