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Weatherstone Capital Management: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weatherstone Capital Management on IVV, newest first. How the timeline and the estimate are built.

Weatherstone Capital Management held 5,886 IVV shares at 2019-03-31 per its 13F-HR filed 2019-04-16.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 5,886 shares
    Change vs previous 13F +614 shares

    1.77% of the 13F portfolio, value $1,675,000.

    13F-HR 0001535578-19-000004 filed by Weatherstone Capital Management
    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/A 5,272 shares
    Change vs previous 13F -30,774 shares

    0.36% of the 13F portfolio, value $1,457,000.

    13F-HR 0001535578-19-000002 filed by Weatherstone Capital Management
    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 36,046 shares
    Change vs previous 13F +34,665 shares

    8.1% of the 13F portfolio, value $10,552,000.

    13F-HR 0001535578-18-000005 filed by Weatherstone Capital Management
    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 1,381 shares
    Change vs previous 13F -40,719 shares

    0.3% of the 13F portfolio, value $377,000.

    13F-HR 0001535578-18-000004 filed by Weatherstone Capital Management
    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 42,100 shares
    Change vs previous 13F -3,582 shares

    8.43% of the 13F portfolio, value $11,172,000.

    13F-HR 0001535578-18-000003 filed by Weatherstone Capital Management
    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 45,682 shares
    Change vs previous 13F +36,358 shares

    8.17% of the 13F portfolio, value $12,282,000.

    13F-HR 0001535578-18-000001 filed by Weatherstone Capital Management
    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 9,324 shares
    Change vs previous 13F -36,976 shares

    1.61% of the 13F portfolio, value $2,358,000.

    13F-HR 0001535578-17-000004 filed by Weatherstone Capital Management
    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 46,300 shares
    Change vs previous 13F not available

    7.46% of the 13F portfolio, value $11,270,000.

    13F-HR 0001535578-17-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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