INTEGRATED WEALTH COUNSEL, LLC: CPB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTEGRATED WEALTH COUNSEL, LLC on CPB, newest first. How the timeline and the estimate are built.
INTEGRATED WEALTH COUNSEL, LLC held 1,000 CPB shares at 2016-12-31 per its 13F-HR filed 2017-02-06.
the latest 13F is the newest step
- period ended2016-12-3113F 1,000 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $60,000.
13F-HR 0001110443-17-000001 filed by INTEGRATED WEALTH COUNSEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2016-09-3013F 1,000 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $55,000.
13F-HR 0001110443-16-000008 filed by INTEGRATED WEALTH COUNSEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2016-06-3013F 1,000 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $67,000.
13F-HR 0001110443-16-000007 filed by INTEGRATED WEALTH COUNSEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2016-03-3113F 1,000 sharesChange vs previous 13F -1,000 shares
0.15% of the 13F portfolio, value $64,000.
13F-HR 0001110443-16-000006 filed by INTEGRATED WEALTH COUNSEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2015-12-3113F 2,000 sharesChange vs previous 13F +1,000 shares
0.17% of the 13F portfolio, value $104,000.
13F-HR 0001110443-16-000005 filed by INTEGRATED WEALTH COUNSEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2015-09-3013F 1,000 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $51,000.
13F-HR 0001110443-15-000004 filed by INTEGRATED WEALTH COUNSEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2015-06-3013F 1,000 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $48,000.
13F-HR 0001110443-15-000003 filed by INTEGRATED WEALTH COUNSEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2015-03-3113F 1,000 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $47,000.
13F-HR 0001110443-15-000002 filed by INTEGRATED WEALTH COUNSEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).