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Disclosery

Concert Wealth Management Inc.: IJR position timeline

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

Concert Wealth Management Inc. held 10,150 IJR 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 10,150 shares
    Change vs previous 13F -1,990 shares

    3.05% of the 13F portfolio, value $753,000.

    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 12,140 shares
    Change vs previous 13F -34,830 shares

    0.83% of the 13F portfolio, value $852,000.

    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 46,970 shares
    Change vs previous 13F +24,342 shares

    1.46% of the 13F portfolio, value $6,466,000.

    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 22,628 shares
    Change vs previous 13F +2,778 shares

    0.69% of the 13F portfolio, value $3,111,000.

    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 19,850 shares
    Change vs previous 13F +3,958 shares

    0.3% of the 13F portfolio, value $2,456,000.

    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 15,892 shares
    Change vs previous 13F +5,996 shares

    0.25% of the 13F portfolio, value $1,850,000.

    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 9,896 shares
    Change vs previous 13F +892 shares

    0.15% of the 13F portfolio, value $1,116,000.

    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 9,004 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $992,000.

    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).