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ASHMORE WEALTH MANAGEMENT LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASHMORE WEALTH MANAGEMENT LLC on MA, newest first. How the timeline and the estimate are built.

ASHMORE WEALTH MANAGEMENT LLC held 221,519 MA shares at 2019-09-30 per its 13F-HR filed 2019-11-13.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 221,519 shares
    Change vs previous 13F 0 shares

    3.8% of the 13F portfolio, value $60,158,000.

    13F-HR 0001568887-19-000004 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-06-30
    13F 221,519 shares
    Change vs previous 13F -37,051 shares

    3.83% of the 13F portfolio, value $58,598,000.

    13F-HR 0001568887-19-000003 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-03-31
    13F 258,570 shares
    Change vs previous 13F 0 shares

    3.55% of the 13F portfolio, value $60,880,000.

    13F-HR 0001568887-19-000002 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-12-31
    13F 258,570 shares
    Change vs previous 13F -31 shares

    3.38% of the 13F portfolio, value $48,779,000.

    13F-HR 0001568887-19-000001 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-09-30
    13F 258,601 shares
    Change vs previous 13F -20,149 shares

    2.94% of the 13F portfolio, value $57,567,000.

    13F-HR 0001568887-18-000004 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-06-30
    13F 278,750 shares
    Change vs previous 13F -91,729 shares

    2.87% of the 13F portfolio, value $54,780,000.

    13F-HR 0001568887-18-000003 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-03-31
    13F 370,479 shares
    Change vs previous 13F -80,000 shares

    3.25% of the 13F portfolio, value $64,893,000.

    13F-HR 0001568887-18-000002 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-12-31
    13F 450,479 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $68,184,000.

    13F-HR 0001568887-18-000001 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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