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Disclosery

Concert Wealth Management Inc.: IVW position timeline

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

Concert Wealth Management Inc. held 0 IVW 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 -10,708 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 10,708 shares
    Change vs previous 13F -2,105 shares

    1.42% of the 13F portfolio, value $1,465,000.

    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 12,813 shares
    Change vs previous 13F +380 shares

    0.35% of the 13F portfolio, value $1,563,000.

    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 12,433 shares
    Change vs previous 13F -12,848 shares

    0.34% of the 13F portfolio, value $1,516,000.

    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 25,281 shares
    Change vs previous 13F +582 shares

    0.37% of the 13F portfolio, value $3,065,000.

    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 24,699 shares
    Change vs previous 13F +19,005 shares

    0.39% of the 13F portfolio, value $2,875,000.

    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 5,694 shares
    Change vs previous 13F -976 shares

    0.09% of the 13F portfolio, value $658,000.

    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 6,670 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $774,000.

    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).