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Disclosery

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX: JPM 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 JPM, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX held 9,328 JPM 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 9,328 shares
    Change vs previous 13F +520 shares

    0.34% of the 13F portfolio, value $1,300,000.

    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 8,808 shares
    Change vs previous 13F -21 shares

    0.28% of the 13F portfolio, value $1,037,000.

    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 8,829 shares
    Change vs previous 13F -372 shares

    0.28% of the 13F portfolio, value $987,000.

    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 9,201 shares
    Change vs previous 13F -4,899 shares

    0.27% of the 13F portfolio, value $931,000.

    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 14,100 shares
    Change vs previous 13F -277 shares

    0.43% of the 13F portfolio, value $1,376,000.

    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 14,377 shares
    Change vs previous 13F +683 shares

    0.45% of the 13F portfolio, value $1,622,000.

    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 13,694 shares
    Change vs previous 13F +109 shares

    0.43% of the 13F portfolio, value $1,427,000.

    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 13,585 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,494,000.

    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).