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3D ASSET MANAGEMENT, INC: TAXF position timeline

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

3D ASSET MANAGEMENT, INC held 37,961 TAXF 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 37,961 shares
    Change vs previous 13F +316 shares

    0.57% of the 13F portfolio, value $2,034,000.

    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 37,645 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,990,000.

    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).