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Disclosery

Concert Wealth Management Inc.: BWX position timeline

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

Concert Wealth Management Inc. held 23,448 BWX 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 23,448 shares
    Change vs previous 13F -1,950 shares

    2.67% of the 13F portfolio, value $659,000.

    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 25,398 shares
    Change vs previous 13F -11,013 shares

    0.68% of the 13F portfolio, value $700,000.

    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 36,411 shares
    Change vs previous 13F -14,302 shares

    0.21% of the 13F portfolio, value $946,000.

    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 50,713 shares
    Change vs previous 13F +3,069 shares

    0.29% of the 13F portfolio, value $1,324,000.

    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 47,644 shares
    Change vs previous 13F +31,301 shares

    0.17% of the 13F portfolio, value $1,377,000.

    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 16,343 shares
    Change vs previous 13F +9,143 shares

    0.13% of the 13F portfolio, value $935,000.

    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 7,200 shares
    Change vs previous 13F -12,546 shares

    0.05% of the 13F portfolio, value $405,000.

    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 19,746 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,023,000.

    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).