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Independent Portfolio Consultants, Inc.: IART position timeline

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

Independent Portfolio Consultants, Inc. held 18,265 IART 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 18,265 shares
    Change vs previous 13F -7,085 shares

    0.41% of the 13F portfolio, value $996,000.

    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 25,350 shares
    Change vs previous 13F +13,275 shares

    0.37% of the 13F portfolio, value $1,068,000.

    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 12,075 shares
    Change vs previous 13F +315 shares

    0.34% of the 13F portfolio, value $1,036,000.

    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 11,760 shares
    Change vs previous 13F +10 shares

    0.3% of the 13F portfolio, value $971,000.

    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 11,750 shares
    Change vs previous 13F +3,925 shares

    0.3% of the 13F portfolio, value $937,000.

    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 ended2016-03-31
    13F 7,825 shares
    Change vs previous 13F -20 shares

    0.15% of the 13F portfolio, value $527,000.

    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).

  7. period ended2015-12-31
    13F 7,845 shares
    Change vs previous 13F -3,770 shares

    0.16% of the 13F portfolio, value $532,000.

    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).

  8. period ended2015-09-30
    13F 11,615 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $692,000.

    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).