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Disclosery

Partnervest Advisory Services LLC: IWP position timeline

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

Partnervest Advisory Services LLC held 15,001 IWP 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 15,001 shares
    Change vs previous 13F -407 shares

    0.82% of the 13F portfolio, value $2,593,000.

    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 15,408 shares
    Change vs previous 13F +809 shares

    0.92% of the 13F portfolio, value $2,437,000.

    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 14,599 shares
    Change vs previous 13F +271 shares

    0.8% of the 13F portfolio, value $1,775,000.

    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 14,328 shares
    Change vs previous 13F -1,603 shares

    0.8% of the 13F portfolio, value $2,186,000.

    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 15,931 shares
    Change vs previous 13F -968 shares

    0.81% of the 13F portfolio, value $2,252,000.

    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 16,899 shares
    Change vs previous 13F -1,005 shares

    0.95% of the 13F portfolio, value $2,410,000.

    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 17,904 shares
    Change vs previous 13F -1,321 shares

    1.01% of the 13F portfolio, value $2,429,000.

    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 19,225 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,186,000.

    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).