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Independent Portfolio Consultants, Inc.: SHM position timeline

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

Independent Portfolio Consultants, Inc. held 23,591 SHM 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 23,591 shares
    Change vs previous 13F -13,400 shares

    0.47% of the 13F portfolio, value $1,144,000.

    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 36,991 shares
    Change vs previous 13F -870 shares

    0.62% of the 13F portfolio, value $1,792,000.

    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 37,861 shares
    Change vs previous 13F -395 shares

    0.6% of the 13F portfolio, value $1,815,000.

    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 38,256 shares
    Change vs previous 13F +10,620 shares

    0.59% of the 13F portfolio, value $1,869,000.

    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 27,636 shares
    Change vs previous 13F -685 shares

    0.43% of the 13F portfolio, value $1,356,000.

    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 28,321 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,383,000.

    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).