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Disclosery

Concert Wealth Management Inc.: DTD position timeline

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

Concert Wealth Management Inc. held 0 DTD 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 0 shares
    Change vs previous 13F -6,310 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2017-06-30
    13F 6,310 shares
    Change vs previous 13F -7,943 shares

    0.52% of the 13F portfolio, value $539,000.

    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 14,253 shares
    Change vs previous 13F -12 shares

    0.26% of the 13F portfolio, value $1,157,000.

    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 14,265 shares
    Change vs previous 13F -7,741 shares

    0.26% of the 13F portfolio, value $1,159,000.

    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 22,006 shares
    Change vs previous 13F -2,188 shares

    0.21% of the 13F portfolio, value $1,723,000.

    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 24,194 shares
    Change vs previous 13F +20 shares

    0.25% of the 13F portfolio, value $1,861,000.

    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 24,174 shares
    Change vs previous 13F +326 shares

    0.24% of the 13F portfolio, value $1,795,000.

    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 23,848 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,708,000.

    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).