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INTEGRATED WEALTH COUNSEL, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTEGRATED WEALTH COUNSEL, LLC on AAPL, newest first. How the timeline and the estimate are built.

INTEGRATED WEALTH COUNSEL, LLC held 8,811 AAPL shares at 2016-12-31 per its 13F-HR filed 2017-02-06.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 8,811 shares
    Change vs previous 13F +8,811 shares

    2.19% of the 13F portfolio, value $1,020,000.

    13F-HR 0001110443-17-000001 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2016-09-30
    13F 0 shares
    Change vs previous 13F -11,530 shares

    13F-HR 0001110443-16-000008 filed by INTEGRATED WEALTH COUNSEL, LLC
    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.

  3. period ended2016-06-30
    13F 11,530 shares
    Change vs previous 13F -157 shares

    2.53% of the 13F portfolio, value $1,102,000.

    13F-HR 0001110443-16-000007 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-03-31
    13F 11,687 shares
    Change vs previous 13F -15,684 shares

    2.9% of the 13F portfolio, value $1,274,000.

    13F-HR 0001110443-16-000006 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2015-12-31
    13F 27,371 shares
    Change vs previous 13F +13,742 shares

    4.7% of the 13F portfolio, value $2,949,000.

    13F-HR 0001110443-16-000005 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2015-09-30
    13F 13,629 shares
    Change vs previous 13F -622 shares

    2.52% of the 13F portfolio, value $1,503,000.

    13F-HR 0001110443-15-000004 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-06-30
    13F 14,251 shares
    Change vs previous 13F -979 shares

    2.48% of the 13F portfolio, value $1,787,000.

    13F-HR 0001110443-15-000003 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-03-31
    13F 15,230 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $1,895,000.

    13F-HR 0001110443-15-000002 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).