Independent Portfolio Consultants, Inc.: STZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Portfolio Consultants, Inc. on STZ, newest first. How the timeline and the estimate are built.
Independent Portfolio Consultants, Inc. held 1,521 STZ shares at 2017-06-30 per its 13F-HR filed 2017-07-06.
the latest 13F is the newest step
- period ended2017-06-3013F 1,521 sharesChange vs previous 13F -788 shares
0.12% of the 13F portfolio, value $295,000.
13F-HR 0001328450-17-000004 filed by Independent Portfolio Consultants, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-03-3113F 2,309 sharesChange vs previous 13F -4,355 shares
0.13% of the 13F portfolio, value $374,000.
13F-HR 0001328450-17-000003 filed by Independent Portfolio Consultants, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2016-12-3113F 6,664 sharesChange vs previous 13F +175 shares
0.34% of the 13F portfolio, value $1,022,000.
13F-HR 0001328450-17-000001 filed by Independent Portfolio Consultants, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2016-09-3013F 6,489 sharesChange vs previous 13F +395 shares
0.34% of the 13F portfolio, value $1,080,000.
13F-HR 0001328450-16-000014 filed by Independent Portfolio Consultants, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2016-06-3013F 6,094 sharesChange vs previous 13F -8,891 shares
0.32% of the 13F portfolio, value $1,008,000.
13F-HR 0001328450-16-000013 filed by Independent Portfolio Consultants, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2016-03-3113F 14,985 sharesChange vs previous 13F +9,560 shares
0.63% of the 13F portfolio, value $2,264,000.
13F-HR 0001328450-16-000012 filed by Independent Portfolio Consultants, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2015-12-3113F 5,425 sharesChange vs previous 13F -3,675 shares
0.23% of the 13F portfolio, value $773,000.
13F-HR 0001328450-16-000009 filed by Independent Portfolio Consultants, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2015-09-3013F 9,100 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $1,139,000.
13F-HR 0001328450-15-000007 filed by Independent Portfolio Consultants, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).