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Compass Efficient Model Portfolios, LLC: DWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Efficient Model Portfolios, LLC on DWM, newest first. How the timeline and the estimate are built.

Compass Efficient Model Portfolios, LLC held 713 DWM shares at 2013-12-31 per its 13F-HR filed 2014-02-20.

the latest 13F is the newest step

  1. period ended2013-12-31
    13F 713 shares
    Change vs previous 13F -1,534 shares

    1.47% of the 13F portfolio, value $39,000.

    13F-HR 0001455005-14-000001 filed by Compass Efficient Model Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2013-09-30
    13F 2,247 shares
    Change vs previous 13F -151,210 shares

    0.85% of the 13F portfolio, value $116,000.

    13F-HR 0001455005-13-000008 filed by Compass Efficient Model Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2013-06-30
    13F 153,457 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $7,062,000.

    13F-HR 0001455005-13-000007 filed by Compass Efficient Model Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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