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Gary Goldberg Planning Services Inc: SPY position timeline

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

Gary Goldberg Planning Services Inc held 833 SPY 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 833 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $171,000.

    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 833 shares
    Change vs previous 13F -51 shares

    0.07% of the 13F portfolio, value $164,000.

    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 884 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $173,000.

    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 924 shares
    Change vs previous 13F -823 shares

    0.08% of the 13F portfolio, value $173,000.

    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 1,747 shares
    Change vs previous 13F -116 shares

    0.19% of the 13F portfolio, value $323,000.

    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 1,863 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $313,000.

    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 1,863 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $299,000.

    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).