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Disclosery

WHITNELL & CO.: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WHITNELL & CO. on IYR, newest first. How the timeline and the estimate are built.

WHITNELL & CO. held 13,491 IYR shares at 2019-12-31 per its 13F-HR filed 2020-02-11.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 13,491 shares
    Change vs previous 13F -685 shares

    0.39% of the 13F portfolio, value $1,256,000.

    13F-HR 0001569173-20-000001 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F/A 14,176 shares
    Change vs previous 13F -86 shares

    0.44% of the 13F portfolio, value $1,326,000.

    13F-HR/A 0001569173-19-000005 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 14,262 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,245,000.

    13F-HR 0001569173-19-000003 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 14,262 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,241,000.

    13F-HR 0001569173-19-000002 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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