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Disclosery

Concert Wealth Management Inc.: SHV position timeline

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

Concert Wealth Management Inc. held 16,244 SHV 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 16,244 shares
    Change vs previous 13F -3,852 shares

    7.27% of the 13F portfolio, value $1,795,000.

    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 20,096 shares
    Change vs previous 13F -7,813 shares

    2.16% of the 13F portfolio, value $2,225,000.

    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 27,909 shares
    Change vs previous 13F +7,482 shares

    0.7% of the 13F portfolio, value $3,075,000.

    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 20,427 shares
    Change vs previous 13F -18,525 shares

    0.5% of the 13F portfolio, value $2,256,000.

    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 38,952 shares
    Change vs previous 13F +17,951 shares

    0.52% of the 13F portfolio, value $4,299,000.

    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 21,001 shares
    Change vs previous 13F -18,467 shares

    0.31% of the 13F portfolio, value $2,320,000.

    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 39,468 shares
    Change vs previous 13F +37,553 shares

    0.58% of the 13F portfolio, value $4,360,000.

    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 1,915 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $212,000.

    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).