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Disclosery

Aris Wealth Services, Inc.: JPM position timeline

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

Aris Wealth Services, Inc. held 1,654 JPM 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 1,654 shares
    Change vs previous 13F -12,458 shares

    0.21% of the 13F portfolio, value $101,000.

    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 14,112 shares
    Change vs previous 13F +918 shares

    0.88% of the 13F portfolio, value $956,000.

    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 13,194 shares
    Change vs previous 13F +1,099 shares

    0.75% of the 13F portfolio, value $799,000.

    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 12,095 shares
    Change vs previous 13F +640 shares

    0.84% of the 13F portfolio, value $757,000.

    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 11,455 shares
    Change vs previous 13F +815 shares

    0.86% of the 13F portfolio, value $690,000.

    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 10,640 shares
    Change vs previous 13F +500 shares

    0.8% of the 13F portfolio, value $613,000.

    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 10,140 shares
    Change vs previous 13F -7,112 shares

    0.9% of the 13F portfolio, value $616,000.

    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 17,252 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $1,009,000.

    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).