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Disclosery

Gary Goldberg Planning Services Inc: UVV position timeline

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

Gary Goldberg Planning Services Inc held 0 UVV 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 0 shares
    Change vs previous 13F -2,136 shares

    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).

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

  2. period ended2014-09-30
    13F 2,136 shares
    Change vs previous 13F -54 shares

    0.04% of the 13F portfolio, value $95,000.

    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 2,190 shares
    Change vs previous 13F -960 shares

    0.05% of the 13F portfolio, value $121,000.

    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 3,150 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $176,000.

    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).