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Rikoon Group, LLC: IWM position timeline

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

Rikoon Group, LLC held 23,200 IWM shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 23,200 shares
    Change vs previous 13F -34 shares

    1.36% of the 13F portfolio, value $5,126,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 23,234 shares
    Change vs previous 13F +18 shares

    1.27% of the 13F portfolio, value $4,555,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 23,216 shares
    Change vs previous 13F -129 shares

    1.07% of the 13F portfolio, value $3,478,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 23,345 shares
    Change vs previous 13F -607 shares

    1.12% of the 13F portfolio, value $3,343,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 23,952 shares
    Change vs previous 13F +2,862 shares

    1.14% of the 13F portfolio, value $2,742,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 21,090 shares
    Change vs previous 13F +172 shares

    1.2% of the 13F portfolio, value $3,494,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 20,918 shares
    Change vs previous 13F -162 shares

    1.17% of the 13F portfolio, value $3,166,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 21,080 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $3,278,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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