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Independent Portfolio Consultants, Inc.: CALY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Portfolio Consultants, Inc. on CALY, newest first. How the timeline and the estimate are built.

Independent Portfolio Consultants, Inc. held 0 CALY shares at 2016-12-31 per its 13F-HR filed 2017-01-12.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 0 shares
    Change vs previous 13F -55,210 shares

    13F-HR 0001328450-17-000001 filed by Independent Portfolio Consultants, 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 ended2016-09-30
    13F 55,210 shares
    Change vs previous 13F -1,025 shares

    0.2% of the 13F portfolio, value $641,000.

    13F-HR 0001328450-16-000014 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 56,235 shares
    Change vs previous 13F +20,705 shares

    0.18% of the 13F portfolio, value $574,000.

    13F-HR 0001328450-16-000013 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 35,530 shares
    Change vs previous 13F -2,220 shares

    0.09% of the 13F portfolio, value $324,000.

    13F-HR 0001328450-16-000012 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 37,750 shares
    Change vs previous 13F -14,405 shares

    0.11% of the 13F portfolio, value $356,000.

    13F-HR 0001328450-16-000009 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 52,155 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $435,000.

    13F-HR 0001328450-15-000007 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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