ParenteBeard Wealth Management, LLC: IWS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ParenteBeard Wealth Management, LLC on IWS, newest first. How the timeline and the estimate are built.
ParenteBeard Wealth Management, LLC held 739 IWS shares at 2014-12-31 per its 13F-HR filed 2015-01-28.
the latest 13F is the newest step
- period ended2014-12-3113F 739 sharesChange vs previous 13F -4,360 shares
0.19% of the 13F portfolio, value $10,023,000.
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 5,099 sharesChange vs previous 13F +156 shares
0.15% of the 13F portfolio, value $357,000.
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 4,943 sharesChange vs previous 13F +18 shares
0.16% of the 13F portfolio, value $359,000.
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 4,925 sharesChange vs previous 13F -442 shares
0.17% of the 13F portfolio, value $338,518.
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 5,367 sharesChange vs previous 13F +43 shares
0.14% of the 13F portfolio, value $353,000.
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 5,324 sharesChange vs previous 13F +24 shares
0.16% of the 13F portfolio, value $324,000.
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 5,300 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $307,000.
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).