SOLARIS ASSET MANAGEMENT LLC: IWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOLARIS ASSET MANAGEMENT LLC on IWS, newest first. How the timeline and the estimate are built.

SOLARIS ASSET MANAGEMENT LLC held 0 IWS shares at 2017-12-31 per its 13F-HR filed 2018-01-16.

the latest 13F is the newest step

period ended2017-12-31
13F 0 shares
Change vs previous 13F -6,809 shares
13F-HR 0001144204-18-002215 filed by SOLARIS ASSET MANAGEMENT LLC
Filed 2018-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2017-09-30
13F 6,809 shares
Change vs previous 13F -1,764 shares
0.34% of the 13F portfolio, value $578,000.
13F-HR 0001144204-17-051817 filed by SOLARIS ASSET MANAGEMENT LLC
Filed 2017-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2017-06-30
13F 8,573 shares
Change vs previous 13F -139 shares
0.44% of the 13F portfolio, value $721,000.
13F-HR 0001144204-17-039497 filed by SOLARIS ASSET MANAGEMENT LLC
Filed 2017-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2017-03-31
13F 8,712 shares
Change vs previous 13F -100 shares
0.47% of the 13F portfolio, value $723,000.
13F-HR 0001144204-17-024222 filed by SOLARIS ASSET MANAGEMENT LLC
Filed 2017-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2016-12-31
13F 8,812 shares
Change vs previous 13F not available
0.46% of the 13F portfolio, value $709,000.
13F-HR 0001144204-17-003808 filed by SOLARIS ASSET MANAGEMENT LLC
Filed 2017-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC
Acceptance time not in the bulk data set (spec §4.2).