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3D ASSET MANAGEMENT, INC: EES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 3D ASSET MANAGEMENT, INC on EES, newest first. How the timeline and the estimate are built.

3D ASSET MANAGEMENT, INC held 450,142 EES shares at 2020-09-30 per its 13F-HR filed 2020-11-09.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 450,142 shares
    Change vs previous 13F -37,227 shares

    3.74% of the 13F portfolio, value $13,446,000.

    13F-HR 0001085146-20-002794 filed by 3D 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 ended2020-06-30
    13F 487,369 shares
    Change vs previous 13F -76,918 shares

    3.85% of the 13F portfolio, value $13,832,000.

    13F-HR 0001085146-20-001880 filed by 3D 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 ended2020-03-31
    13F 564,287 shares
    Change vs previous 13F +84,908 shares

    3.75% of the 13F portfolio, value $12,601,000.

    13F-HR 0001085146-20-001344 filed by 3D 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 ended2019-12-31
    13F 479,379 shares
    Change vs previous 13F -10,153 shares

    4.27% of the 13F portfolio, value $18,432,000.

    13F-HR 0001085146-20-000708 filed by 3D ASSET 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 ended2019-09-30
    13F 489,532 shares
    Change vs previous 13F +19,260 shares

    4.15% of the 13F portfolio, value $17,427,000.

    13F-HR 0001085146-19-002656 filed by 3D 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 ended2019-06-30
    13F 470,272 shares
    Change vs previous 13F -10,521 shares

    4.11% of the 13F portfolio, value $16,873,000.

    13F-HR 0001085146-19-002075 filed by 3D 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 ended2019-03-31
    13F 480,793 shares
    Change vs previous 13F -6,332 shares

    4.09% of the 13F portfolio, value $17,361,000.

    13F-HR 0001085146-19-001295 filed by 3D ASSET 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 ended2018-12-31
    13F 487,125 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $15,607,000.

    13F-HR 0001085146-19-000659 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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