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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

  1. period ended2014-12-31
    13F 739 shares
    Change 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), ingested

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

  2. period ended2014-09-30
    13F 5,099 shares
    Change 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), ingested

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

  3. period ended2014-06-30
    13F 4,943 shares
    Change 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), ingested

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

  4. period ended2014-03-31
    13F 4,925 shares
    Change 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), ingested

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

  5. period ended2013-12-31
    13F 5,367 shares
    Change 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), ingested

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

  6. period ended2013-09-30
    13F 5,324 shares
    Change 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), ingested

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

  7. period ended2013-06-30
    13F 5,300 shares
    Change 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), ingested

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