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Disclosery

Concert Wealth Management Inc.: SJB position timeline

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

Concert Wealth Management Inc. held 30,392 SJB 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 30,392 shares
    Change vs previous 13F 0 shares

    2.85% of the 13F portfolio, value $703,000.

    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 30,392 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $715,000.

    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).