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Disclosery

Concert Wealth Management Inc.: PHYS position timeline

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

Concert Wealth Management Inc. held 21,592 PHYS 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 21,592 shares
    Change vs previous 13F +21,592 shares

    0.93% of the 13F portfolio, value $229,000.

    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 0 shares
    Change vs previous 13F -29,016 shares

    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).

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

  3. period ended2017-03-31
    13F 29,016 shares
    Change vs previous 13F +7,424 shares

    0.06% of the 13F portfolio, value $272,000.

    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 21,592 shares
    Change vs previous 13F -2,834 shares

    0.04% of the 13F portfolio, value $202,000.

    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 24,426 shares
    Change vs previous 13F -290 shares

    0.03% of the 13F portfolio, value $268,000.

    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 24,716 shares
    Change vs previous 13F -2,639 shares

    0.04% of the 13F portfolio, value $271,000.

    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 27,355 shares
    Change vs previous 13F +4,447 shares

    0.04% of the 13F portfolio, value $277,000.

    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 22,908 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $201,000.

    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).