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Independent Portfolio Consultants, Inc.: XYZ position timeline

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

Independent Portfolio Consultants, Inc. held 10,008 XYZ 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 10,008 shares
    Change vs previous 13F -2,012 shares

    0.1% of the 13F portfolio, value $235,000.

    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 12,020 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $208,000.

    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).