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Disclosery

Concert Wealth Management Inc.: SCHB position timeline

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

Concert Wealth Management Inc. held 27,578 SCHB 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 27,578 shares
    Change vs previous 13F -23,795 shares

    6.8% of the 13F portfolio, value $1,678,000.

    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 51,373 shares
    Change vs previous 13F +10,497 shares

    2.91% of the 13F portfolio, value $2,997,000.

    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 40,876 shares
    Change vs previous 13F +8,473 shares

    0.5% of the 13F portfolio, value $2,210,000.

    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 32,403 shares
    Change vs previous 13F +8,902 shares

    0.39% of the 13F portfolio, value $1,751,000.

    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 23,501 shares
    Change vs previous 13F -2,848 shares

    0.15% of the 13F portfolio, value $1,227,000.

    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 26,349 shares
    Change vs previous 13F +14,673 shares

    0.18% of the 13F portfolio, value $1,326,000.

    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 11,676 shares
    Change vs previous 13F -45,600 shares

    0.08% of the 13F portfolio, value $574,000.

    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 57,276 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,810,000.

    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).