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Gary Goldberg Planning Services Inc: DVY position timeline

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

Gary Goldberg Planning Services Inc held 30,690 DVY 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 30,690 shares
    Change vs previous 13F +1,071 shares

    1.02% of the 13F portfolio, value $2,437,000.

    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 29,619 shares
    Change vs previous 13F +2,061 shares

    0.91% of the 13F portfolio, value $2,188,000.

    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 27,558 shares
    Change vs previous 13F +3,711 shares

    0.93% of the 13F portfolio, value $2,121,000.

    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).

  4. period ended2014-03-31
    13F 23,847 shares
    Change vs previous 13F +5,890 shares

    0.85% of the 13F portfolio, value $1,748,000.

    13F-HR 0001019687-14-001683 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).

  5. period ended2013-12-31
    13F 17,957 shares
    Change vs previous 13F -795 shares

    0.75% of the 13F portfolio, value $1,281,000.

    13F-HR 0001019687-14-000395 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).

  6. period ended2013-09-30
    13F 18,752 shares
    Change vs previous 13F +1,300 shares

    0.75% of the 13F portfolio, value $1,244,000.

    13F-HR 0001019687-13-004098 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).

  7. period ended2013-06-30
    13F 17,452 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,117,000.

    13F-HR 0001019687-13-003212 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).