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Gary Goldberg Planning Services Inc: ED position timeline

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

Gary Goldberg Planning Services Inc held 121,156 ED 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 121,156 shares
    Change vs previous 13F +13,002 shares

    3.36% of the 13F portfolio, value $7,998,000.

    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 108,154 shares
    Change vs previous 13F +35,371 shares

    2.55% of the 13F portfolio, value $6,128,000.

    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 72,783 shares
    Change vs previous 13F +30,864 shares

    1.85% of the 13F portfolio, value $4,203,000.

    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 41,919 shares
    Change vs previous 13F +6,152 shares

    1.1% of the 13F portfolio, value $2,249,000.

    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 35,767 shares
    Change vs previous 13F +879 shares

    1.15% of the 13F portfolio, value $1,977,000.

    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 34,888 shares
    Change vs previous 13F +30,530 shares

    1.17% of the 13F portfolio, value $1,924,000.

    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 4,358 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $254,000.

    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).