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Disclosery

AMERICAN ECONOMIC PLANNING GROUP INC /ADV: SHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERICAN ECONOMIC PLANNING GROUP INC /ADV on SHM, newest first. How the timeline and the estimate are built.

AMERICAN ECONOMIC PLANNING GROUP INC /ADV held 14,095 SHM shares at 2019-09-30 per its 13F-HR filed 2019-10-09.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 14,095 shares
    Change vs previous 13F +680 shares

    0.19% of the 13F portfolio, value $690,000.

    13F-HR 0001085146-19-002486 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-06-30
    13F 13,415 shares
    Change vs previous 13F +77 shares

    0.2% of the 13F portfolio, value $656,000.

    13F-HR 0001085146-19-001953 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-03-31
    13F 13,338 shares
    Change vs previous 13F -33,758 shares

    0.2% of the 13F portfolio, value $647,000.

    13F-HR 0001085146-19-001600 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-12-31
    13F 47,096 shares
    Change vs previous 13F +47,096 shares

    0.73% of the 13F portfolio, value $2,263,000.

    13F-HR 0001085146-19-000147 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-09-30
    13F 0 shares
    Change vs previous 13F -10,540 shares

    13F-HR 0001085146-18-002327 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2018-06-30
    13F 10,540 shares
    Change vs previous 13F +470 shares

    0.19% of the 13F portfolio, value $506,000.

    13F-HR 0001085146-18-002110 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-03-31
    13F 10,070 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $482,000.

    13F-HR 0001085146-18-001279 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-12-31
    13F 10,070 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $482,000.

    13F-HR 0001085146-18-000224 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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