Skip to content
Disclosery

Veritable, L.P.: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Veritable, L.P. on IWR, newest first. How the timeline and the estimate are built.

Veritable, L.P. held 0 IWR shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -2,038,798 shares

    13F-HR 0001172661-23-003950 filed by Veritable, L.P.
    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 ended2023-06-30
    13F 2,038,798 shares
    Change vs previous 13F -48,657 shares

    2.41% of the 13F portfolio, value $148,893,383.

    13F-HR 0001172661-23-002839 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 2,087,455 shares
    Change vs previous 13F -234,315 shares

    2.51% of the 13F portfolio, value $145,954,825.

    13F-HR 0001172661-23-002078 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 2,321,770 shares
    Change vs previous 13F +4,392 shares

    2.8% of the 13F portfolio, value $156,603,367.

    13F-HR 0001172661-23-000994 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 2,317,378 shares
    Change vs previous 13F +44,206 shares

    2.8% of the 13F portfolio, value $144,025,000.

    13F-HR 0001172661-22-002411 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 2,273,172 shares
    Change vs previous 13F +60,644 shares

    2.65% of the 13F portfolio, value $146,983,000.

    13F-HR 0001172661-22-001962 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 2,212,528 shares
    Change vs previous 13F -5,248 shares

    2.66% of the 13F portfolio, value $172,666,000.

    13F-HR 0001172661-22-001233 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 2,217,776 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $184,098,000.

    13F-HR 0001172661-22-000537 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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