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Disclosery

Braver Wealth Management, LLC: BWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braver Wealth Management, LLC on BWX, newest first. How the timeline and the estimate are built.

Braver Wealth Management, LLC held 0 BWX shares at 2016-12-31 per its 13F-HR filed 2017-02-14.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 0 shares
    Change vs previous 13F -7,080 shares

    13F-HR 0001566494-17-000001 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-09-30
    13F 7,080 shares
    Change vs previous 13F -89,166 shares

    0.03% of the 13F portfolio, value $204,000.

    13F-HR 0001566494-16-000010 filed by Braver 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 ended2016-06-30
    13F 96,246 shares
    Change vs previous 13F +91,955 shares

    0.94% of the 13F portfolio, value $5,500,000.

    13F-HR 0001566494-16-000009 filed by Braver 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 ended2016-03-31
    13F 4,291 shares
    Change vs previous 13F +4,291 shares

    0.04% of the 13F portfolio, value $239,000.

    13F-HR 0001566494-16-000008 filed by Braver 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 ended2015-09-30
    13F 0 shares
    Change vs previous 13F -45,981 shares

    13F-HR 0001566494-15-000005 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2015-06-30
    13F 45,981 shares
    Change vs previous 13F -30,283 shares

    0.58% of the 13F portfolio, value $2,391,932.

    13F-HR 0001566494-15-000004 filed by Braver 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 ended2015-03-31
    13F 76,264 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,051,139.

    13F-HR 0001566494-15-000003 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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