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Disclosery

Concert Wealth Management Inc.: AGG position timeline

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

Concert Wealth Management Inc. held 12,401 AGG shares at 2017-09-30 per its 13F-HR filed 2017-11-14.

the latest 13F is the newest step

  1. period ended2017-09-30
    13F 12,401 shares
    Change vs previous 13F -10,243 shares

    5.51% of the 13F portfolio, value $1,361,000.

    13F-HR 0001085146-17-002388 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-06-30
    13F 22,644 shares
    Change vs previous 13F -6,270 shares

    2.41% of the 13F portfolio, value $2,485,000.

    13F-HR 0001085146-17-001733 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-03-31
    13F 28,914 shares
    Change vs previous 13F -18,105 shares

    0.71% of the 13F portfolio, value $3,123,000.

    13F-HR 0001085146-17-001171 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-12-31
    13F 47,019 shares
    Change vs previous 13F -10,082 shares

    1.13% of the 13F portfolio, value $5,090,000.

    13F-HR 0001085146-17-000507 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-09-30
    13F 57,101 shares
    Change vs previous 13F +25,830 shares

    0.78% of the 13F portfolio, value $6,412,000.

    13F-HR 0001085146-16-004576 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-06-30
    13F/A 31,271 shares
    Change vs previous 13F +7,853 shares

    0.48% of the 13F portfolio, value $3,518,000.

    13F-HR/A 0001085146-16-004095 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-03-31
    13F 23,418 shares
    Change vs previous 13F +5,340 shares

    0.35% of the 13F portfolio, value $2,589,000.

    13F-HR 0001085146-16-003821 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-12-31
    13F 18,078 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,956,000.

    13F-HR 0001085146-16-002852 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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