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Disclosery

Aris Wealth Services, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aris Wealth Services, Inc. on AGG, newest first. How the timeline and the estimate are built.

Aris Wealth Services, Inc. held 16,448 AGG shares at 2015-09-30 per its 13F-HR filed 2015-11-10.

the latest 13F is the newest step

  1. period ended2015-09-30
    13F 16,448 shares
    Change vs previous 13F -3,013 shares

    3.78% of the 13F portfolio, value $1,802,000.

    13F-HR 0001140361-15-040268 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-06-30
    13F 19,461 shares
    Change vs previous 13F +1,041 shares

    1.94% of the 13F portfolio, value $2,117,000.

    13F-HR 0001140361-15-031654 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-03-31
    13F 18,420 shares
    Change vs previous 13F +568 shares

    1.91% of the 13F portfolio, value $2,052,000.

    13F-HR 0001140361-15-019114 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-12-31
    13F 17,852 shares
    Change vs previous 13F -1,010 shares

    2.19% of the 13F portfolio, value $1,966,000.

    13F-HR 0001347935-15-000002 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-09-30
    13F 18,862 shares
    Change vs previous 13F +2,578 shares

    2.55% of the 13F portfolio, value $2,058,000.

    13F-HR 0001347935-14-000016 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-06-30
    13F 16,284 shares
    Change vs previous 13F -570 shares

    2.33% of the 13F portfolio, value $1,781,000.

    13F-HR 0001347935-14-000014 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-03-31
    13F 16,854 shares
    Change vs previous 13F +16,854 shares

    2.67% of the 13F portfolio, value $1,819,000.

    13F-HR 0001347935-14-000007 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2013-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001347935-14-000002 filed by Aris Wealth Services, Inc.
    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.