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Disclosery

AMERICAN ECONOMIC PLANNING GROUP INC /ADV: SPLV 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 SPLV, newest first. How the timeline and the estimate are built.

AMERICAN ECONOMIC PLANNING GROUP INC /ADV held 378,175 SPLV 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 378,175 shares
    Change vs previous 13F -10,789 shares

    5.98% of the 13F portfolio, value $21,919,000.

    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 388,964 shares
    Change vs previous 13F +136,637 shares

    6.45% of the 13F portfolio, value $21,401,000.

    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 252,327 shares
    Change vs previous 13F +237,938 shares

    4.15% of the 13F portfolio, value $13,283,000.

    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 14,389 shares
    Change vs previous 13F +14,389 shares

    0.22% of the 13F portfolio, value $671,000.

    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 -14,205 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 14,205 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $673,000.

    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).