Skip to content

Independent Portfolio Consultants, Inc.: SBSI position timeline

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

Independent Portfolio Consultants, Inc. held 26,417 SBSI 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 26,417 shares
    Change vs previous 13F -1,631 shares

    0.38% of the 13F portfolio, value $923,000.

    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 28,048 shares
    Change vs previous 13F +1,544 shares

    0.33% of the 13F portfolio, value $942,000.

    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 26,504 shares
    Change vs previous 13F -737 shares

    0.33% of the 13F portfolio, value $998,000.

    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 27,241 shares
    Change vs previous 13F -460 shares

    0.27% of the 13F portfolio, value $877,000.

    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 27,701 shares
    Change vs previous 13F +10,895 shares

    0.27% of the 13F portfolio, value $857,000.

    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 16,806 shares
    Change vs previous 13F +1,340 shares

    0.12% of the 13F portfolio, value $438,000.

    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 15,466 shares
    Change vs previous 13F -5,253 shares

    0.11% of the 13F portfolio, value $372,000.

    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 20,719 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $571,000.

    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).