Gary Goldberg Planning Services Inc: WM position timeline

Gary Goldberg Planning Services Inc held 1,835 WM 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 1,835 shares

   Change vs previous 13F -1,206 shares

   0.04% of the 13F portfolio, value $94,000.

   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 3,041 shares

   Change vs previous 13F +9 shares

   0.06% of the 13F portfolio, value $145,000.

   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 3,032 shares

   Change vs previous 13F +10 shares

   0.06% of the 13F portfolio, value $136,000.

   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 3,022 shares

   Change vs previous 13F -17,931 shares

   0.06% of the 13F portfolio, value $127,000.

   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 20,953 shares

   Change vs previous 13F -1,208 shares

   0.55% of the 13F portfolio, value $940,000.

   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 22,161 shares

   Change vs previous 13F -1,135 shares

   0.55% of the 13F portfolio, value $914,000.

   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 23,296 shares

   Change vs previous 13F not available

   0.6% of the 13F portfolio, value $940,000.

   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).