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Disclosery

Gary Goldberg Planning Services Inc: PH position timeline

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

Gary Goldberg Planning Services Inc held 0 PH shares at 2014-03-31 per its 13F-HR filed 2014-05-07.

the latest 13F is the newest step

  1. period ended2014-03-31
    13F 0 shares
    Change vs previous 13F -1,513 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2013-12-31
    13F 1,513 shares
    Change vs previous 13F -715 shares

    0.11% of the 13F portfolio, value $195,000.

    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).

  3. period ended2013-09-30
    13F 2,228 shares
    Change vs previous 13F -2,161 shares

    0.15% of the 13F portfolio, value $242,000.

    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).

  4. period ended2013-06-30
    13F 4,389 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $419,000.

    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).