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Braver Wealth Management, LLC: IP position timeline

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

Braver Wealth Management, LLC held 60,879 IP 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 60,879 shares
    Change vs previous 13F +353 shares

    0.52% of the 13F portfolio, value $3,230,000.

    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).

  2. period ended2016-09-30
    13F 60,526 shares
    Change vs previous 13F -598 shares

    0.49% of the 13F portfolio, value $2,904,000.

    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 61,124 shares
    Change vs previous 13F -2,139 shares

    0.44% of the 13F portfolio, value $2,590,000.

    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 63,263 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,596,000.

    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).