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Disclosery

Gary Goldberg Planning Services Inc: BTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gary Goldberg Planning Services Inc on BTI, newest first. How the timeline and the estimate are built.

Gary Goldberg Planning Services Inc held 14,641 BTI shares at 2014-12-31 per its 13F-HR filed 2015-02-09.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 14,641 shares
    Change vs previous 13F -239 shares

    0.66% of the 13F portfolio, value $1,579,000.

    13F-HR 0001019687-15-000490 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-09-30
    13F 14,880 shares
    Change vs previous 13F +735 shares

    0.7% of the 13F portfolio, value $1,683,000.

    13F-HR 0001019687-14-004141 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 14,145 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,684,000.

    13F-HR 0001019687-14-002977 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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