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Independent Portfolio Consultants, Inc.: WM position timeline

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

Independent Portfolio Consultants, Inc. held 1,802 WM 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 1,802 shares
    Change vs previous 13F +847 shares

    0.05% of the 13F portfolio, value $132,000.

    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 955 shares
    Change vs previous 13F -1,334 shares

    0.02% of the 13F portfolio, value $70,000.

    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 2,289 shares
    Change vs previous 13F +439 shares

    0.05% of the 13F portfolio, value $162,000.

    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 1,850 shares
    Change vs previous 13F -305 shares

    0.04% of the 13F portfolio, value $118,000.

    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 2,155 shares
    Change vs previous 13F -255 shares

    0.05% of the 13F portfolio, value $143,000.

    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 2,410 shares
    Change vs previous 13F +250 shares

    0.04% of the 13F portfolio, value $142,000.

    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 2,160 shares
    Change vs previous 13F +315 shares

    0.03% of the 13F portfolio, value $115,000.

    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 1,845 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $92,000.

    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).