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Disclosery

Visionary Asset Management, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Asset Management, Inc. on IWM, newest first. How the timeline and the estimate are built.

Visionary Asset Management, Inc. held 1,765 IWM shares at 2018-12-31 per its 13F-HR filed 2019-01-11.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 1,765 shares
    Change vs previous 13F -8,610 shares

    0.09% of the 13F portfolio, value $236,000.

    13F-HR 0001420506-19-000005 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-09-30
    13F 10,375 shares
    Change vs previous 13F -275 shares

    0.56% of the 13F portfolio, value $1,753,000.

    13F-HR 0001420506-18-000803 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-06-30
    13F 10,650 shares
    Change vs previous 13F +10,650 shares

    0.58% of the 13F portfolio, value $1,744,000.

    13F-HR 0001420506-18-000580 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-03-31
    13F 0 shares
    Change vs previous 13F -15,492 shares

    13F-HR 0001420506-18-000288 filed by Visionary Asset Management, Inc.
    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.

  5. period ended2017-12-31
    13F 15,492 shares
    Change vs previous 13F +843 shares

    0.66% of the 13F portfolio, value $2,362,000.

    13F-HR 0001420506-18-000007 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-09-30
    13F 14,649 shares
    Change vs previous 13F +14,649 shares

    0.63% of the 13F portfolio, value $2,171,000.

    13F-HR 0001420506-17-000838 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-06-30
    13F 0 shares
    Change vs previous 13F -22,420 shares

    13F-HR 0001420506-17-000470 filed by Visionary Asset Management, Inc.
    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.

  8. period ended2017-03-31
    13F 22,420 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,082,000.

    13F-HR 0001580642-17-002356 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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