ParenteBeard Wealth Management, LLC: IWP position timeline

ParenteBeard Wealth Management, LLC held 865 IWP shares at 2014-12-31 per its 13F-HR filed 2015-01-28.

the latest 13F is the newest step

1. period ended2014-12-31

   13F 865 shares

   Change vs previous 13F -5,365 shares

   0.18% of the 13F portfolio, value $9,275,000.

   13F-HR 0001515072-15-000001 filed by ParenteBeard Wealth Management, LLC
   Filed 2015-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC

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

2. period ended2014-09-30

   13F 6,230 shares

   Change vs previous 13F +234 shares

   0.23% of the 13F portfolio, value $550,000.

   13F-HR 0001515072-14-000004 filed by ParenteBeard Wealth Management, LLC
   Filed 2014-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC

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

3. period ended2014-06-30

   13F 5,996 shares

   Change vs previous 13F -172 shares

   0.24% of the 13F portfolio, value $537,000.

   13F-HR 0001515072-14-000003 filed by ParenteBeard Wealth Management, LLC
   Filed 2014-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

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

4. period ended2014-03-31

   13F 6,168 shares

   Change vs previous 13F -128 shares

   0.26% of the 13F portfolio, value $529,232.

   13F-HR 0001515072-14-000002 filed by ParenteBeard Wealth Management, LLC
   Filed 2014-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

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

5. period ended2013-12-31

   13F 6,296 shares

   Change vs previous 13F +1,778 shares

   0.21% of the 13F portfolio, value $531,000.

   13F-HR 0001515072-14-000001 filed by ParenteBeard Wealth Management, LLC
   Filed 2014-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

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

6. period ended2013-09-30

   13F 4,518 shares

   Change vs previous 13F -5 shares

   0.17% of the 13F portfolio, value $353,000.

   13F-HR 0001515072-13-000008 filed by ParenteBeard Wealth Management, LLC
   Filed 2013-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

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

7. period ended2013-06-30

   13F 4,523 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $325,000.

   13F-HR 0001515072-13-000007 filed by ParenteBeard Wealth Management, LLC
   Filed 2013-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

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