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Disclosery

Concert Wealth Management Inc.: VUG position timeline

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

Concert Wealth Management Inc. held 0 VUG shares at 2017-03-31 per its 13F-HR filed 2017-05-10.

the latest 13F is the newest step

  1. period ended2017-03-31
    13F 0 shares
    Change vs previous 13F -3,156 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-12-31
    13F 3,156 shares
    Change vs previous 13F -2,617 shares

    0.08% of the 13F portfolio, value $353,000.

    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).

  3. period ended2016-09-30
    13F 5,773 shares
    Change vs previous 13F -160 shares

    0.08% of the 13F portfolio, value $650,000.

    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).

  4. period ended2016-06-30
    13F/A 5,933 shares
    Change vs previous 13F -1,527 shares

    0.09% of the 13F portfolio, value $638,000.

    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).

  5. period ended2016-03-31
    13F 7,460 shares
    Change vs previous 13F -315 shares

    0.11% of the 13F portfolio, value $795,000.

    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).

  6. period ended2015-12-31
    13F 7,775 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $828,000.

    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).