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Disclosery

Frontier Wealth Management LLC: SERA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frontier Wealth Management LLC on SERA, newest first. How the timeline and the estimate are built.

Frontier Wealth Management LLC held 17,841 SERA shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F/A 17,841 shares
    Change vs previous 13F +5,941 shares

    <0.01% of the 13F portfolio, value $29,000.

    13F-HR/A 0001085146-22-003057 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 11,900 shares
    Change vs previous 13F +11,900 shares

    <0.01% of the 13F portfolio, value $30,000.

    13F-HR 0001085146-22-002076 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F -15,800 shares

    13F-HR 0001085146-22-000509 filed by Frontier Wealth Management 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.

  4. period ended2021-09-30
    13F 15,800 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $176,000.

    13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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