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Aris Wealth Services, Inc.: IVV position timeline

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

Aris Wealth Services, Inc. held 4,684 IVV 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 4,684 shares
    Change vs previous 13F +818 shares

    1.89% of the 13F portfolio, value $903,000.

    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 3,866 shares
    Change vs previous 13F +58 shares

    0.73% of the 13F portfolio, value $801,000.

    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 3,808 shares
    Change vs previous 13F +460 shares

    0.74% of the 13F portfolio, value $791,000.

    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 3,348 shares
    Change vs previous 13F +351 shares

    0.77% of the 13F portfolio, value $693,000.

    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 2,997 shares
    Change vs previous 13F +705 shares

    0.74% of the 13F portfolio, value $594,000.

    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 2,292 shares
    Change vs previous 13F -5,001 shares

    0.59% of the 13F portfolio, value $452,000.

    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 7,293 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $1,372,000.

    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).