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Disclosery

Investors Capital Advisory Services: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investors Capital Advisory Services on JPM, newest first. How the timeline and the estimate are built.

Investors Capital Advisory Services held 28,323 JPM shares at 2016-06-30 per its 13F-HR filed 2016-08-02.

the latest 13F is the newest step

  1. period ended2016-06-30
    13F 28,323 shares
    Change vs previous 13F -2,333 shares

    0.34% of the 13F portfolio, value $1,758,000.

    13F-HR 0001427271-16-000007 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2016-03-31
    13F 30,656 shares
    Change vs previous 13F +2,479 shares

    0.36% of the 13F portfolio, value $1,814,000.

    13F-HR 0001427271-16-000006 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2015-12-31
    13F 28,177 shares
    Change vs previous 13F +951 shares

    0.36% of the 13F portfolio, value $1,858,000.

    13F-HR 0001427271-16-000005 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2015-09-30
    13F 27,226 shares
    Change vs previous 13F +1,659 shares

    0.33% of the 13F portfolio, value $1,658,000.

    13F-HR 0001427271-15-000004 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2015-06-30
    13F 25,567 shares
    Change vs previous 13F +1,217 shares

    0.32% of the 13F portfolio, value $1,732,000.

    13F-HR 0001427271-15-000003 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2015-03-31
    13F 24,350 shares
    Change vs previous 13F -632 shares

    0.27% of the 13F portfolio, value $1,475,000.

    13F-HR 0001427271-15-000002 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2014-12-31
    13F 24,982 shares
    Change vs previous 13F -205 shares

    0.3% of the 13F portfolio, value $1,562,000.

    13F-HR 0001427271-15-000001 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2014-09-30
    13F 25,187 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,516,000.

    13F-HR 0001427271-14-000005 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).