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Independent Portfolio Consultants, Inc.: IEX position timeline

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

Independent Portfolio Consultants, Inc. held 7,274 IEX 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 7,274 shares
    Change vs previous 13F -8,147 shares

    0.34% of the 13F portfolio, value $822,000.

    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 15,421 shares
    Change vs previous 13F -835 shares

    0.5% of the 13F portfolio, value $1,442,000.

    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 16,256 shares
    Change vs previous 13F -25 shares

    0.48% of the 13F portfolio, value $1,464,000.

    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 16,281 shares
    Change vs previous 13F -3,040 shares

    0.48% of the 13F portfolio, value $1,523,000.

    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 19,321 shares
    Change vs previous 13F -4,175 shares

    0.5% of the 13F portfolio, value $1,586,000.

    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 23,496 shares
    Change vs previous 13F -3,615 shares

    0.54% of the 13F portfolio, value $1,947,000.

    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 27,111 shares
    Change vs previous 13F -17,990 shares

    0.62% of the 13F portfolio, value $2,077,000.

    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 45,101 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,216,000.

    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).