Concert Wealth Management Inc.: ITOT position timeline

Concert Wealth Management Inc. held 0 ITOT shares at 2017-06-30 per its 13F-HR filed 2017-08-10.

the latest 13F is the newest step

1. period ended2017-06-30

   13F 0 shares

   Change vs previous 13F -38,961 shares

   13F-HR 0001085146-17-001733 filed by Concert Wealth Management Inc.
   Filed 2017-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

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

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

2. period ended2017-03-31

   13F 38,961 shares

   Change vs previous 13F +30,591 shares

   0.45% of the 13F portfolio, value $1,996,000.

   13F-HR 0001085146-17-001171 filed by Concert Wealth Management Inc.
   Filed 2017-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

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

3. period ended2016-12-31

   13F 8,370 shares

   Change vs previous 13F -39,804 shares

   0.1% of the 13F portfolio, value $430,000.

   13F-HR 0001085146-17-000507 filed by Concert Wealth Management Inc.
   Filed 2017-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

4. period ended2016-09-30

   13F 48,174 shares

   Change vs previous 13F +42,856 shares

   0.29% of the 13F portfolio, value $2,387,000.

   13F-HR 0001085146-16-004576 filed by Concert Wealth Management Inc.
   Filed 2016-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

5. period ended2016-06-30

   13F/A 5,318 shares

   Change vs previous 13F +1,909 shares

   0.07% of the 13F portfolio, value $507,000.

   13F-HR/A 0001085146-16-004095 filed by Concert Wealth Management Inc.
   Filed 2016-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

6. period ended2016-03-31

   13F 3,409 shares

   Change vs previous 13F -1,279 shares

   0.04% of the 13F portfolio, value $319,000.

   13F-HR 0001085146-16-003821 filed by Concert Wealth Management Inc.
   Filed 2016-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

7. period ended2015-12-31

   13F 4,688 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $438,000.

   13F-HR 0001085146-16-002852 filed by Concert Wealth Management Inc.
   Filed 2016-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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