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Disclosery

Aris Wealth Services, Inc.: IDV position timeline

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

Aris Wealth Services, Inc. held 63,353 IDV 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 63,353 shares
    Change vs previous 13F +6,108 shares

    3.74% of the 13F portfolio, value $1,782,000.

    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 57,245 shares
    Change vs previous 13F +283 shares

    1.7% of the 13F portfolio, value $1,851,000.

    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 56,962 shares
    Change vs previous 13F +4,778 shares

    1.79% of the 13F portfolio, value $1,916,000.

    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 52,184 shares
    Change vs previous 13F +3,916 shares

    1.96% of the 13F portfolio, value $1,758,000.

    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 48,268 shares
    Change vs previous 13F +7,004 shares

    2.14% of the 13F portfolio, value $1,728,000.

    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 41,264 shares
    Change vs previous 13F +5,206 shares

    2.15% of the 13F portfolio, value $1,646,000.

    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 36,058 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $1,393,000.

    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).