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TRADITION CAPITAL MANAGEMENT LLC: IVW position timeline

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

TRADITION CAPITAL MANAGEMENT LLC held 5,816 IVW shares at 2019-03-31 per its 13F-HR filed 2019-05-07.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 5,816 shares
    Change vs previous 13F +43 shares

    0.27% of the 13F portfolio, value $1,002,000.

    13F-HR 0001166385-19-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 5,773 shares
    Change vs previous 13F +100 shares

    0.27% of the 13F portfolio, value $869,000.

    13F-HR 0001166385-19-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 5,673 shares
    Change vs previous 13F +219 shares

    0.26% of the 13F portfolio, value $1,005,000.

    13F-HR 0001166385-18-000008 filed by TRADITION CAPITAL MANAGEMENT LLC
    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 5,454 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $886,000.

    13F-HR 0001166385-18-000006 filed by TRADITION CAPITAL MANAGEMENT LLC
    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 5,454 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $845,000.

    13F-HR 0001166385-18-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 5,454 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $833,000.

    13F-HR 0001166385-18-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 5,454 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $782,000.

    13F-HR 0001580642-17-005876 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 5,454 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $746,000.

    13F-HR 0001580642-17-004300 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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