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Quantitative Advantage, LLC: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantitative Advantage, LLC on IWV, newest first. How the timeline and the estimate are built.

Quantitative Advantage, LLC held 96,020 IWV shares at 2023-03-31 per its 13F-HR filed 2023-05-12.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 96,020 shares
    Change vs previous 13F +140 shares

    3.28% of the 13F portfolio, value $22,604,069.

    13F-HR 0001420506-23-001011 filed by Quantitative Advantage, LLC
    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 95,880 shares
    Change vs previous 13F +950 shares

    3.26% of the 13F portfolio, value $21,158,798.

    13F-HR 0001420506-23-000653 filed by Quantitative Advantage, LLC
    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 94,930 shares
    Change vs previous 13F -2,852 shares

    3.44% of the 13F portfolio, value $19,654,000.

    13F-HR 0001420506-22-002077 filed by Quantitative Advantage, LLC
    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 97,782 shares
    Change vs previous 13F +676 shares

    3.69% of the 13F portfolio, value $21,257,000.

    13F-HR 0001420506-22-001496 filed by Quantitative Advantage, LLC
    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 97,106 shares
    Change vs previous 13F -96,407 shares

    3.92% of the 13F portfolio, value $25,478,000.

    13F-HR 0001420506-22-000997 filed by Quantitative Advantage, LLC
    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 193,513 shares
    Change vs previous 13F +13,516 shares

    8.3% of the 13F portfolio, value $53,700,000.

    13F-HR 0001420506-22-000153 filed by Quantitative Advantage, LLC
    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 179,997 shares
    Change vs previous 13F +2,009 shares

    7.78% of the 13F portfolio, value $45,872,000.

    13F-HR 0001420506-21-001489 filed by Quantitative Advantage, LLC
    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 177,988 shares
    Change vs previous 13F not available

    7.86% of the 13F portfolio, value $45,549,000.

    13F-HR 0001420506-21-001080 filed by Quantitative Advantage, LLC
    Filed (acceptance time not in the bulk data set), ingested

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