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Windhaven Investment Management, Inc.: IWM position timeline

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

Windhaven Investment Management, Inc. held 715,160 IWM shares at 2018-03-31 per its 13F-HR filed 2018-05-11.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 715,160 shares
    Change vs previous 13F -12,757 shares

    1.39% of the 13F portfolio, value $108,583,000.

    13F-HR 0000950123-18-004885 filed by Windhaven Investment 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 ended2017-12-31
    13F 727,917 shares
    Change vs previous 13F -20,202 shares

    1.4% of the 13F portfolio, value $110,978,000.

    13F-HR 0000950123-18-001378 filed by Windhaven Investment 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 ended2017-09-30
    13F 748,119 shares
    Change vs previous 13F -21,085 shares

    1.41% of the 13F portfolio, value $110,856,000.

    13F-HR 0000950123-17-009929 filed by Windhaven Investment 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 ended2017-06-30
    13F 769,204 shares
    Change vs previous 13F -4,072,431 shares

    1.39% of the 13F portfolio, value $108,396,000.

    13F-HR 0000950123-17-007355 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 4,841,635 shares
    Change vs previous 13F +1,888,851 shares

    8.04% of the 13F portfolio, value $665,628,000.

    13F-HR 0000950123-17-004339 filed by Windhaven Investment 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 ended2016-12-31
    13F 2,952,784 shares
    Change vs previous 13F +1,574,618 shares

    4.54% of the 13F portfolio, value $398,183,000.

    13F-HR 0000950123-17-001396 filed by Windhaven Investment 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 ended2016-09-30
    13F 1,378,166 shares
    Change vs previous 13F -94,798 shares

    1.71% of the 13F portfolio, value $171,182,000.

    13F-HR 0000950123-16-021660 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-06-30
    13F 1,472,964 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $169,361,000.

    13F-HR 0000950123-16-019192 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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