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Disclosery

Concert Wealth Management Inc.: VTI position timeline

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

Concert Wealth Management Inc. held 30,009 VTI 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 30,009 shares
    Change vs previous 13F -6,515 shares

    15.74% of the 13F portfolio, value $3,887,000.

    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 36,524 shares
    Change vs previous 13F -16,279 shares

    4.41% of the 13F portfolio, value $4,547,000.

    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 52,803 shares
    Change vs previous 13F -7,844 shares

    1.38% of the 13F portfolio, value $6,093,000.

    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 60,647 shares
    Change vs previous 13F +9,746 shares

    1.56% of the 13F portfolio, value $6,992,000.

    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 50,901 shares
    Change vs previous 13F +17,935 shares

    0.69% of the 13F portfolio, value $5,667,000.

    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 32,966 shares
    Change vs previous 13F +19,389 shares

    0.48% of the 13F portfolio, value $3,532,000.

    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 13,577 shares
    Change vs previous 13F -4,904 shares

    0.19% of the 13F portfolio, value $1,425,000.

    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 18,481 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,933,000.

    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).