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WINTRUST INVESTMENTS LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINTRUST INVESTMENTS LLC on IVW, newest first. How the timeline and the estimate are built.

WINTRUST INVESTMENTS LLC held 585 IVW shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 585 shares
    Change vs previous 13F -57 shares

    0.05% of the 13F portfolio, value $59,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 642 shares
    Change vs previous 13F -6,792 shares

    0.05% of the 13F portfolio, value $61,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,434 shares
    Change vs previous 13F -1,742 shares

    0.06% of the 13F portfolio, value $688,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 9,176 shares
    Change vs previous 13F -2,808 shares

    0.07% of the 13F portfolio, value $775,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 11,984 shares
    Change vs previous 13F -536 shares

    0.09% of the 13F portfolio, value $900,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 12,520 shares
    Change vs previous 13F -341 shares

    0.09% of the 13F portfolio, value $857,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 12,861 shares
    Change vs previous 13F -1,167 shares

    0.09% of the 13F portfolio, value $906,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 14,028 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $896,000.

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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