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Stevens First Principles Investment Advisors: WLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stevens First Principles Investment Advisors on WLY, newest first. How the timeline and the estimate are built.

Stevens First Principles Investment Advisors held 0 WLY shares at 2019-03-31 per its 13F-HR filed 2019-04-25.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 0 shares
    Change vs previous 13F -1,250 shares

    13F-HR 0001214659-19-002878 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2018-12-31
    13F 1,250 shares
    Change vs previous 13F -1,400 shares

    0.04% of the 13F portfolio, value $59,000.

    13F-HR 0001214659-19-000850 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 2,650 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $161,000.

    13F-HR 0001214659-18-006903 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 2,650 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $165,000.

    13F-HR 0001214659-18-005258 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 2,650 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $169,000.

    13F-HR 0001214659-18-003564 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 2,650 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $174,000.

    13F-HR 0001214659-18-001026 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 2,650 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $142,000.

    13F-HR 0001214659-17-006364 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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