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Disclosery

Aris Wealth Services, Inc.: IEFA position timeline

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

Aris Wealth Services, Inc. held 15,301 IEFA 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 15,301 shares
    Change vs previous 13F +2,165 shares

    1.7% of the 13F portfolio, value $808,000.

    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 13,136 shares
    Change vs previous 13F +209 shares

    0.7% of the 13F portfolio, value $766,000.

    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 12,927 shares
    Change vs previous 13F +2,099 shares

    0.71% of the 13F portfolio, value $756,000.

    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 10,828 shares
    Change vs previous 13F +924 shares

    0.67% of the 13F portfolio, value $599,000.

    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 9,904 shares
    Change vs previous 13F +1,939 shares

    0.72% of the 13F portfolio, value $577,000.

    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 7,965 shares
    Change vs previous 13F -4,101 shares

    0.65% of the 13F portfolio, value $496,000.

    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 12,066 shares
    Change vs previous 13F +12,066 shares

    1.08% of the 13F portfolio, value $737,000.

    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.