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Disclosery

Concert Wealth Management Inc.: PSX position timeline

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

Concert Wealth Management Inc. held 0 PSX 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 -8,986 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.

  2. period ended2017-03-31
    13F 8,986 shares
    Change vs previous 13F -269 shares

    0.17% of the 13F portfolio, value $771,000.

    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).

  3. period ended2016-12-31
    13F 9,255 shares
    Change vs previous 13F -5,552 shares

    0.18% of the 13F portfolio, value $794,000.

    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).

  4. period ended2016-09-30
    13F 14,807 shares
    Change vs previous 13F +1,225 shares

    0.14% of the 13F portfolio, value $1,193,000.

    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).

  5. period ended2016-06-30
    13F/A 13,582 shares
    Change vs previous 13F +580 shares

    0.15% of the 13F portfolio, value $1,084,000.

    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).

  6. period ended2016-03-31
    13F 13,002 shares
    Change vs previous 13F +182 shares

    0.15% of the 13F portfolio, value $1,118,000.

    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).

  7. period ended2015-12-31
    13F 12,820 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,045,000.

    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).