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Disclosery

Concert Wealth Management Inc.: XSSPX position timeline

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

Concert Wealth Management Inc. held 0 XSSPX shares at 2016-12-31 per its 13F-HR filed 2017-02-10.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 0 shares
    Change vs previous 13F -13,401 shares

    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).

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

  2. period ended2016-09-30
    13F 13,401 shares
    Change vs previous 13F -3,975 shares

    0.02% of the 13F portfolio, value $185,000.

    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).

  3. period ended2016-06-30
    13F/A 17,376 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $235,000.

    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).