Skip to content
Disclosery

Independent Portfolio Consultants, Inc.: SPY position timeline

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

Independent Portfolio Consultants, Inc. held 7,529 SPY 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 7,529 shares
    Change vs previous 13F -872 shares

    0.76% of the 13F portfolio, value $1,821,000.

    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 8,401 shares
    Change vs previous 13F +3,548 shares

    0.68% of the 13F portfolio, value $1,980,000.

    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 4,853 shares
    Change vs previous 13F +1,071 shares

    0.36% of the 13F portfolio, value $1,085,000.

    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 3,782 shares
    Change vs previous 13F +2,342 shares

    0.26% of the 13F portfolio, value $818,000.

    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 1,440 shares
    Change vs previous 13F +1,440 shares

    0.1% of the 13F portfolio, value $302,000.

    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 0 shares
    Change vs previous 13F -3,375 shares

    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).

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

  7. period ended2015-12-31
    13F 3,375 shares
    Change vs previous 13F -6,930 shares

    0.2% of the 13F portfolio, value $688,000.

    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 10,305 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,975,000.

    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).