Skip to content
Disclosery

Dunvegan Associates, Inc.: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dunvegan Associates, Inc. on IBB, newest first. How the timeline and the estimate are built.

Dunvegan Associates, Inc. held 5,157 IBB shares at 2015-12-31 per its 13F-HR filed 2017-04-28.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 5,157 shares
    Change vs previous 13F -346 shares

    2.05% of the 13F portfolio, value $1,745,000.

    13F-HR 0001214659-17-002793 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 5,503 shares
    Change vs previous 13F -50 shares

    1.9% of the 13F portfolio, value $1,669,000.

    13F-HR 0001214659-17-002791 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 5,553 shares
    Change vs previous 13F -1,991 shares

    2.27% of the 13F portfolio, value $2,049,000.

    13F-HR 0001214659-17-002789 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 7,544 shares
    Change vs previous 13F -182 shares

    2.29% of the 13F portfolio, value $2,591,000.

    13F-HR 0001214659-17-002787 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 7,726 shares
    Change vs previous 13F -324 shares

    2.04% of the 13F portfolio, value $2,344,000.

    13F-HR 0001214659-17-002783 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 8,050 shares
    Change vs previous 13F -28 shares

    1.99% of the 13F portfolio, value $2,203,000.

    13F-HR 0001214659-17-002781 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 8,078 shares
    Change vs previous 13F -79 shares

    1.73% of the 13F portfolio, value $2,076,000.

    13F-HR 0001214659-17-002779 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 8,157 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,928,000.

    13F-HR 0001214659-17-002777 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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