Gary Goldberg Planning Services Inc: V position timeline

Gary Goldberg Planning Services Inc held 3,147 V 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 3,147 shares

   Change vs previous 13F +653 shares

   0.35% of the 13F portfolio, value $825,000.

   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).

2. period ended2014-09-30

   13F 2,494 shares

   Change vs previous 13F -217 shares

   0.22% of the 13F portfolio, value $532,000.

   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).

3. period ended2014-06-30

   13F 2,711 shares

   Change vs previous 13F +117 shares

   0.25% of the 13F portfolio, value $571,000.

   13F-HR 0001019687-14-002977 filed by Gary Goldberg Planning Services Inc
   Filed 2014-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2014-03-31

   13F 2,594 shares

   Change vs previous 13F +667 shares

   0.27% of the 13F portfolio, value $560,000.

   13F-HR 0001019687-14-001683 filed by Gary Goldberg Planning Services Inc
   Filed 2014-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2013-12-31

   13F 1,927 shares

   Change vs previous 13F +337 shares

   0.25% of the 13F portfolio, value $429,000.

   13F-HR 0001019687-14-000395 filed by Gary Goldberg Planning Services Inc
   Filed 2014-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2013-09-30

   13F 1,590 shares

   Change vs previous 13F +897 shares

   0.18% of the 13F portfolio, value $304,000.

   13F-HR 0001019687-13-004098 filed by Gary Goldberg Planning Services Inc
   Filed 2013-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2013-06-30

   13F 693 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $127,000.

   13F-HR 0001019687-13-003212 filed by Gary Goldberg Planning Services Inc
   Filed 2013-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

   Acceptance time not in the bulk data set (spec §4.2).