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
- period ended2014-12-3113F 810 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-09-3013F 4,937 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-06-3013F 4,953 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-03-3113F 5,198 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-12-3113F 5,281 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-09-3013F 5,297 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-06-3013F 5,684 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).