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3D ASSET MANAGEMENT, INC: SPEM position timeline

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

3D ASSET MANAGEMENT, INC held 15,271 SPEM 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 15,271 shares
    Change vs previous 13F -3,783 shares

    0.16% of the 13F portfolio, value $558,000.

    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 19,054 shares
    Change vs previous 13F -3,560 shares

    0.18% of the 13F portfolio, value $638,000.

    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 22,614 shares
    Change vs previous 13F +1,829 shares

    0.19% of the 13F portfolio, value $644,000.

    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 20,785 shares
    Change vs previous 13F +730 shares

    0.18% of the 13F portfolio, value $781,000.

    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 20,055 shares
    Change vs previous 13F +3,084 shares

    0.16% of the 13F portfolio, value $687,000.

    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 16,971 shares
    Change vs previous 13F +302 shares

    0.15% of the 13F portfolio, value $607,000.

    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 16,669 shares
    Change vs previous 13F +1,210 shares

    0.14% of the 13F portfolio, value $596,000.

    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 15,459 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $500,000.

    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).