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FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX on CB, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX held 6,373 CB shares at 2019-12-31 per its 13F-HR filed 2020-02-11.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 6,373 shares
    Change vs previous 13F +51 shares

    0.26% of the 13F portfolio, value $992,000.

    13F-HR 0001079373-20-000001 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 6,322 shares
    Change vs previous 13F +112 shares

    0.27% of the 13F portfolio, value $1,021,000.

    13F-HR 0001079373-19-000004 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 6,210 shares
    Change vs previous 13F +49 shares

    0.26% of the 13F portfolio, value $915,000.

    13F-HR 0001079373-19-000003 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 6,161 shares
    Change vs previous 13F +30 shares

    0.25% of the 13F portfolio, value $863,000.

    13F-HR 0001079373-19-000002 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 6,131 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $792,000.

    13F-HR 0001079373-19-000001 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 6,131 shares
    Change vs previous 13F -286 shares

    0.23% of the 13F portfolio, value $819,000.

    13F-HR 0001079373-18-000005 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 6,417 shares
    Change vs previous 13F -86 shares

    0.25% of the 13F portfolio, value $815,000.

    13F-HR 0001079373-18-000003 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 6,503 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $889,000.

    13F-HR 0001079373-18-000002 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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