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REGENTATLANTIC CAPITAL LLC: IWM position timeline

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

REGENTATLANTIC CAPITAL LLC held 12,169 IWM shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 12,169 shares
    Change vs previous 13F -3,885 shares

    0.06% of the 13F portfolio, value $2,007,000.

    13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 16,054 shares
    Change vs previous 13F +380 shares

    0.09% of the 13F portfolio, value $2,719,000.

    13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 15,674 shares
    Change vs previous 13F -1,540 shares

    0.09% of the 13F portfolio, value $3,217,000.

    13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 17,214 shares
    Change vs previous 13F +146 shares

    0.11% of the 13F portfolio, value $3,829,000.

    13F-HR 0001085146-22-000347 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 17,068 shares
    Change vs previous 13F -294 shares

    0.11% of the 13F portfolio, value $3,734,000.

    13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 17,362 shares
    Change vs previous 13F -51 shares

    0.12% of the 13F portfolio, value $3,982,000.

    13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 17,413 shares
    Change vs previous 13F -2,398 shares

    0.13% of the 13F portfolio, value $3,847,000.

    13F-HR 0001085146-21-001371 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 19,811 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,884,000.

    13F-HR 0001085146-21-000461 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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