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BALASA DINVERNO & FOLTZ LLC: GS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALASA DINVERNO & FOLTZ LLC on GS, newest first. How the timeline and the estimate are built.

BALASA DINVERNO & FOLTZ LLC held 2,839 GS shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 2,839 shares
    Change vs previous 13F +881 shares

    0.05% of the 13F portfolio, value $832,000.

    13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 1,958 shares
    Change vs previous 13F -583 shares

    0.04% of the 13F portfolio, value $582,000.

    13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 2,541 shares
    Change vs previous 13F -344 shares

    0.06% of the 13F portfolio, value $839,000.

    13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 2,885 shares
    Change vs previous 13F +369 shares

    0.07% of the 13F portfolio, value $1,104,000.

    13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 2,516 shares
    Change vs previous 13F +432 shares

    0.07% of the 13F portfolio, value $951,000.

    13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 2,084 shares
    Change vs previous 13F +258 shares

    0.06% of the 13F portfolio, value $791,000.

    13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 1,826 shares
    Change vs previous 13F +810 shares

    0.05% of the 13F portfolio, value $597,000.

    13F-HR 0001308757-21-000004 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 1,016 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $268,000.

    13F-HR 0001308757-21-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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