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Disclosery

Concert Wealth Management Inc.: RWO position timeline

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

Concert Wealth Management Inc. held 13,359 RWO 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 13,359 shares
    Change vs previous 13F +1,163 shares

    2.57% of the 13F portfolio, value $634,000.

    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 12,196 shares
    Change vs previous 13F +12,196 shares

    0.56% of the 13F portfolio, value $574,000.

    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 0 shares
    Change vs previous 13F -22,842 shares

    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).

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

  4. period ended2016-12-31
    13F 22,842 shares
    Change vs previous 13F +5,264 shares

    0.24% of the 13F portfolio, value $1,069,000.

    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 17,578 shares
    Change vs previous 13F +6,427 shares

    0.11% of the 13F portfolio, value $878,000.

    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 11,151 shares
    Change vs previous 13F +4,779 shares

    0.08% of the 13F portfolio, value $564,000.

    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 6,372 shares
    Change vs previous 13F -9,081 shares

    0.04% of the 13F portfolio, value $306,000.

    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 15,453 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $723,000.

    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).