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Partnervest Advisory Services LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnervest Advisory Services LLC on IWM, newest first. How the timeline and the estimate are built.

Partnervest Advisory Services LLC held 5,942 IWM shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 5,942 shares
    Change vs previous 13F -335 shares

    0.28% of the 13F portfolio, value $890,000.

    13F-HR 0001532516-20-000006 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 6,277 shares
    Change vs previous 13F -3,810 shares

    0.34% of the 13F portfolio, value $899,000.

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 10,087 shares
    Change vs previous 13F -2,266 shares

    0.52% of the 13F portfolio, value $1,155,000.

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 12,353 shares
    Change vs previous 13F +278 shares

    0.75% of the 13F portfolio, value $2,047,000.

    13F-HR 0001085146-20-000381 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 12,075 shares
    Change vs previous 13F -986 shares

    0.65% of the 13F portfolio, value $1,827,000.

    13F-HR 0001085146-19-002863 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 13,061 shares
    Change vs previous 13F -2,827 shares

    0.8% of the 13F portfolio, value $2,031,000.

    13F-HR 0001085146-19-002141 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 15,888 shares
    Change vs previous 13F -8,156 shares

    1.01% of the 13F portfolio, value $2,432,000.

    13F-HR 0001085146-19-001449 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 24,044 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,220,000.

    13F-HR 0001085146-19-000298 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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