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Disclosery

Concert Wealth Management Inc.: USB position timeline

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

Concert Wealth Management Inc. held 0 USB 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 -14,608 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 14,608 shares
    Change vs previous 13F -9,637 shares

    0.17% of the 13F portfolio, value $749,000.

    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 24,245 shares
    Change vs previous 13F -21,865 shares

    0.28% of the 13F portfolio, value $1,239,000.

    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 46,110 shares
    Change vs previous 13F +928 shares

    0.24% of the 13F portfolio, value $1,973,000.

    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 45,182 shares
    Change vs previous 13F -648 shares

    0.25% of the 13F portfolio, value $1,811,000.

    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 45,830 shares
    Change vs previous 13F -140 shares

    0.25% of the 13F portfolio, value $1,852,000.

    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 45,970 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,957,000.

    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).