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INTEGRATED WEALTH COUNSEL, LLC: TBT position timeline

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

INTEGRATED WEALTH COUNSEL, LLC held 0 TBT shares at 2016-06-30 per its 13F-HR filed 2016-08-04.

the latest 13F is the newest step

  1. period ended2016-06-30
    13F 0 shares
    Change vs previous 13F -5,140 shares

    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).

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

  2. period ended2016-03-31
    13F 5,140 shares
    Change vs previous 13F -400,306 shares

    0.43% of the 13F portfolio, value $189,000.

    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).

  3. period ended2015-12-31
    13F 405,446 shares
    Change vs previous 13F -34,621 shares

    28.51% of the 13F portfolio, value $17,868,000.

    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).

  4. period ended2015-09-30
    13F 440,067 shares
    Change vs previous 13F -16,890 shares

    31.96% of the 13F portfolio, value $19,086,000.

    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).

  5. period ended2015-06-30
    13F 456,957 shares
    Change vs previous 13F -57,425 shares

    31.57% of the 13F portfolio, value $22,752,000.

    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).

  6. period ended2015-03-31
    13F 514,382 shares
    Change vs previous 13F not available

    27.19% of the 13F portfolio, value $21,537,000.

    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).