Skip to content
Disclosery

Concert Wealth Management Inc.: SRE position timeline

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

Concert Wealth Management Inc. held 0 SRE 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 -6,997 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 6,997 shares
    Change vs previous 13F -1,903 shares

    0.16% of the 13F portfolio, value $704,000.

    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 8,900 shares
    Change vs previous 13F -9,906 shares

    0.2% of the 13F portfolio, value $895,000.

    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 18,806 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $2,011,000.

    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 18,805 shares
    Change vs previous 13F +933 shares

    0.29% of the 13F portfolio, value $2,144,000.

    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 17,872 shares
    Change vs previous 13F -1,269 shares

    0.25% of the 13F portfolio, value $1,861,000.

    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 19,141 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,804,000.

    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).