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Disclosery

BALASA DINVERNO & FOLTZ LLC: LDEM position timeline

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

BALASA DINVERNO & FOLTZ LLC held 29,714 LDEM 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 29,714 shares
    Change vs previous 13F +3,742 shares

    0.08% of the 13F portfolio, value $1,211,000.

    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 25,972 shares
    Change vs previous 13F +11,135 shares

    0.08% of the 13F portfolio, value $1,232,000.

    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 14,837 shares
    Change vs previous 13F +7,154 shares

    0.05% of the 13F portfolio, value $799,000.

    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 7,683 shares
    Change vs previous 13F +4,014 shares

    0.03% of the 13F portfolio, value $442,000.

    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 3,669 shares
    Change vs previous 13F +589 shares

    0.02% of the 13F portfolio, value $224,000.

    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 3,080 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $203,000.

    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).