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Gary Goldberg Planning Services Inc: IWM position timeline

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

Gary Goldberg Planning Services Inc held 16,976 IWM 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 16,976 shares
    Change vs previous 13F +290 shares

    0.85% of the 13F portfolio, value $2,031,000.

    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 16,686 shares
    Change vs previous 13F +885 shares

    0.76% of the 13F portfolio, value $1,825,000.

    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 15,801 shares
    Change vs previous 13F +2,125 shares

    0.83% of the 13F portfolio, value $1,877,000.

    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 13,676 shares
    Change vs previous 13F +2,385 shares

    0.78% of the 13F portfolio, value $1,591,000.

    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 11,291 shares
    Change vs previous 13F -525 shares

    0.76% of the 13F portfolio, value $1,303,000.

    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 11,816 shares
    Change vs previous 13F +470 shares

    0.76% of the 13F portfolio, value $1,260,000.

    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 11,346 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,101,000.

    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).