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Braver Wealth Management, LLC: SPY position timeline

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

Braver Wealth Management, LLC held 103,655 SPY 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 103,655 shares
    Change vs previous 13F -4,811 shares

    3.76% of the 13F portfolio, value $23,170,000.

    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 108,466 shares
    Change vs previous 13F -850 shares

    3.93% of the 13F portfolio, value $23,461,000.

    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 109,316 shares
    Change vs previous 13F -2,097 shares

    3.91% of the 13F portfolio, value $22,899,000.

    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 111,413 shares
    Change vs previous 13F -4,559 shares

    3.77% of the 13F portfolio, value $22,898,000.

    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 ended2015-12-31
    13F 115,972 shares
    Change vs previous 13F -23,770 shares

    4.86% of the 13F portfolio, value $23,643,000.

    13F-HR 0001566494-16-000007 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).

  6. period ended2015-09-30
    13F 139,742 shares
    Change vs previous 13F -2,228 shares

    5.95% of the 13F portfolio, value $23,962,000.

    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).

  7. period ended2015-06-30
    13F 141,970 shares
    Change vs previous 13F -10,251 shares

    7.11% of the 13F portfolio, value $29,224,525.

    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).

  8. period ended2015-03-31
    13F 152,221 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $31,422,887.

    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).