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Disclosery

Parsec Financial Management, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parsec Financial Management, Inc. on IWM, newest first. How the timeline and the estimate are built.

Parsec Financial Management, Inc. held 30,934 IWM shares at 2023-03-31 per its 13F-HR filed 2023-04-06.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 30,934 shares
    Change vs previous 13F +1,524 shares

    0.23% of the 13F portfolio, value $5,518,626.

    13F-HR 0001349138-23-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 29,410 shares
    Change vs previous 13F +2,557 shares

    0.23% of the 13F portfolio, value $5,127,928.

    13F-HR 0001349138-23-000001 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 26,853 shares
    Change vs previous 13F -820 shares

    0.22% of the 13F portfolio, value $4,429,000.

    13F-HR 0001349138-22-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 27,673 shares
    Change vs previous 13F -592 shares

    0.23% of the 13F portfolio, value $4,687,000.

    13F-HR 0001349138-22-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 28,265 shares
    Change vs previous 13F -198 shares

    0.25% of the 13F portfolio, value $5,802,000.

    13F-HR 0001349138-22-000003 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 28,463 shares
    Change vs previous 13F -31 shares

    0.26% of the 13F portfolio, value $6,332,000.

    13F-HR 0001349138-22-000002 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 28,494 shares
    Change vs previous 13F +541 shares

    0.29% of the 13F portfolio, value $6,871,000.

    13F-HR 0001349138-21-000006 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 27,953 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,412,000.

    13F-HR 0001349138-21-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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