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INTEGRATED WEALTH COUNSEL, LLC: TEI position timeline

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

INTEGRATED WEALTH COUNSEL, LLC held 497,867 TEI 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 497,867 shares
    Change vs previous 13F -15,670 shares

    11.68% of the 13F portfolio, value $5,432,000.

    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 513,537 shares
    Change vs previous 13F -50,005 shares

    11.89% of the 13F portfolio, value $5,649,000.

    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).

  3. period ended2016-06-30
    13F 563,542 shares
    Change vs previous 13F +17,055 shares

    13.57% of the 13F portfolio, value $5,900,000.

    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 546,487 shares
    Change vs previous 13F +546,487 shares

    12.79% of the 13F portfolio, value $5,618,000.

    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 0 shares
    Change vs previous 13F -3,075 shares

    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).

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

  6. period ended2015-09-30
    13F 3,075 shares
    Change vs previous 13F -24,990 shares

    0.05% of the 13F portfolio, value $30,000.

    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 28,065 shares
    Change vs previous 13F -9,025 shares

    0.42% of the 13F portfolio, value $301,000.

    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 37,090 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $399,000.

    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).