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Independent Portfolio Consultants, Inc.: PDI position timeline

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

Independent Portfolio Consultants, Inc. held 0 PDI shares at 2016-06-30 per its 13F-HR filed 2016-07-15.

the latest 13F is the newest step

  1. period ended2016-06-30
    13F 0 shares
    Change vs previous 13F -32,381 shares

    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).

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

  2. period ended2016-03-31
    13F 32,381 shares
    Change vs previous 13F +1,215 shares

    0.24% of the 13F portfolio, value $844,000.

    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).

  3. period ended2015-12-31
    13F 31,166 shares
    Change vs previous 13F -21,015 shares

    0.25% of the 13F portfolio, value $853,000.

    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).

  4. period ended2015-09-30
    13F 52,181 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,503,000.

    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).