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Independent Portfolio Consultants, Inc.: EPI position timeline

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

Independent Portfolio Consultants, Inc. held 4,945 EPI shares at 2017-06-30 per its 13F-HR filed 2017-07-06.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 4,945 shares
    Change vs previous 13F -555 shares

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

    13F-HR 0001328450-17-000004 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).

  2. period ended2017-03-31
    13F 5,500 shares
    Change vs previous 13F -2,035 shares

    0.05% of the 13F portfolio, value $133,000.

    13F-HR 0001328450-17-000003 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 ended2016-12-31
    13F 7,535 shares
    Change vs previous 13F -280 shares

    0.05% of the 13F portfolio, value $152,000.

    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).

  4. period ended2016-09-30
    13F 7,815 shares
    Change vs previous 13F +2,390 shares

    0.05% of the 13F portfolio, value $169,000.

    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).

  5. period ended2016-06-30
    13F 5,425 shares
    Change vs previous 13F +5,425 shares

    0.03% of the 13F portfolio, value $110,000.

    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).

  6. period ended2015-12-31
    13F 0 shares
    Change vs previous 13F -11,790 shares

    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).

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

  7. period ended2015-09-30
    13F 11,790 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $235,000.

    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).