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Disclosery

Independence Trust CO: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independence Trust CO on AGG, newest first. How the timeline and the estimate are built.

Independence Trust CO held 5,855 AGG shares at 2017-12-31 per its 13F-HR filed 2018-02-08.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 5,855 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $640,000.

    13F-HR 0001140361-18-005746 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-09-30
    13F 5,855 shares
    Change vs previous 13F -20 shares

    0.73% of the 13F portfolio, value $642,000.

    13F-HR 0001140361-17-039671 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-06-30
    13F 5,875 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $643,000.

    13F-HR 0001140361-17-030543 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-03-31
    13F 5,875 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $637,000.

    13F-HR 0001140361-17-018910 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-12-31
    13F 5,875 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $635,000.

    13F-HR 0001140361-17-002881 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-09-30
    13F 5,875 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $660,000.

    13F-HR 0001140361-16-083300 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-06-30
    13F 5,875 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $662,000.

    13F-HR 0001140361-16-073117 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-03-31
    13F 5,875 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $651,000.

    13F-HR 0001140361-16-061506 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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