Gary Goldberg Planning Services Inc: SWX position timeline

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

Gary Goldberg Planning Services Inc held 773 SWX shares at 2014-12-31 per its 13F-HR filed 2015-02-09.

the latest 13F is the newest step

period ended2014-12-31
13F 773 shares
Change vs previous 13F -192 shares
0.02% of the 13F portfolio, value $48,000.
13F-HR 0001019687-15-000490 filed by Gary Goldberg Planning Services Inc
Filed 2015-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2014-09-30
13F 965 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $47,000.
13F-HR 0001019687-14-004141 filed by Gary Goldberg Planning Services Inc
Filed 2014-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC
Acceptance time not in the bulk data set (spec §4.2).