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Independent Portfolio Consultants, Inc.: IEI position timeline

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

Independent Portfolio Consultants, Inc. held 420 IEI 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 420 shares
    Change vs previous 13F -1,370 shares

    0.02% of the 13F portfolio, value $52,000.

    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 1,790 shares
    Change vs previous 13F -460 shares

    0.08% of the 13F portfolio, value $220,000.

    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 2,250 shares
    Change vs previous 13F +2,250 shares

    0.09% of the 13F portfolio, value $276,000.

    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 0 shares
    Change vs previous 13F -6,365 shares

    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).

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

  5. period ended2016-06-30
    13F 6,365 shares
    Change vs previous 13F -2,210 shares

    0.26% of the 13F portfolio, value $811,000.

    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 8,575 shares
    Change vs previous 13F +8,575 shares

    0.3% of the 13F portfolio, value $1,080,000.

    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 0 shares
    Change vs previous 13F -2,745 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.

  8. period ended2015-09-30
    13F 2,745 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $342,000.

    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).