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Gary Goldberg Planning Services Inc: GIS position timeline

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

Gary Goldberg Planning Services Inc held 23,140 GIS 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 23,140 shares
    Change vs previous 13F -2,242 shares

    0.52% of the 13F portfolio, value $1,234,000.

    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 25,382 shares
    Change vs previous 13F -664 shares

    0.53% of the 13F portfolio, value $1,281,000.

    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 26,046 shares
    Change vs previous 13F +937 shares

    0.6% of the 13F portfolio, value $1,368,000.

    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 25,109 shares
    Change vs previous 13F -1,093 shares

    0.64% of the 13F portfolio, value $1,301,000.

    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 26,202 shares
    Change vs previous 13F -3,269 shares

    0.76% of the 13F portfolio, value $1,308,000.

    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 29,471 shares
    Change vs previous 13F -1,800 shares

    0.86% of the 13F portfolio, value $1,412,000.

    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 31,271 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,518,000.

    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).