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ParenteBeard Wealth Management, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ParenteBeard Wealth Management, LLC on IWR, newest first. How the timeline and the estimate are built.

ParenteBeard Wealth Management, LLC held 810 IWR 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 810 shares
    Change vs previous 13F -4,127 shares

    0.09% of the 13F portfolio, value $4,846,000.

    13F-HR 0001515072-15-000001 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-09-30
    13F 4,937 shares
    Change vs previous 13F -16 shares

    0.33% of the 13F portfolio, value $782,000.

    13F-HR 0001515072-14-000004 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 4,953 shares
    Change vs previous 13F -245 shares

    0.35% of the 13F portfolio, value $805,000.

    13F-HR 0001515072-14-000003 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 5,198 shares
    Change vs previous 13F -83 shares

    0.4% of the 13F portfolio, value $804,411.

    13F-HR 0001515072-14-000002 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-12-31
    13F 5,281 shares
    Change vs previous 13F -16 shares

    0.31% of the 13F portfolio, value $792,000.

    13F-HR 0001515072-14-000001 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 5,297 shares
    Change vs previous 13F -387 shares

    0.36% of the 13F portfolio, value $737,000.

    13F-HR 0001515072-13-000008 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-06-30
    13F 5,684 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $738,000.

    13F-HR 0001515072-13-000007 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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