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RAND WEALTH, LLC: IEZ position timeline

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

RAND WEALTH, LLC held 91,814 IEZ shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 91,814 shares
    Change vs previous 13F -486 shares

    0.37% of the 13F portfolio, value $3,279,000.

    13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 92,300 shares
    Change vs previous 13F +3,353 shares

    0.38% of the 13F portfolio, value $3,370,000.

    13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 88,947 shares
    Change vs previous 13F -408 shares

    0.32% of the 13F portfolio, value $2,884,000.

    13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 89,355 shares
    Change vs previous 13F -10,307 shares

    0.35% of the 13F portfolio, value $3,210,000.

    13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 99,662 shares
    Change vs previous 13F +3,610 shares

    0.41% of the 13F portfolio, value $3,523,000.

    13F-HR 0001540141-17-000011 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 96,052 shares
    Change vs previous 13F +3,965 shares

    0.44% of the 13F portfolio, value $3,242,000.

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 92,087 shares
    Change vs previous 13F -2,021 shares

    0.47% of the 13F portfolio, value $3,877,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 94,108 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,277,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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