Skip to content

Investors Capital Advisory Services: SU position timeline

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

Investors Capital Advisory Services held 14,817 SU 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 14,817 shares
    Change vs previous 13F +2,150 shares

    0.08% of the 13F portfolio, value $409,000.

    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 12,667 shares
    Change vs previous 13F +3,980 shares

    0.07% of the 13F portfolio, value $351,000.

    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 8,687 shares
    Change vs previous 13F +8,687 shares

    0.04% of the 13F portfolio, value $223,000.

    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 0 shares
    Change vs previous 13F -15,897 shares

    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).

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

  5. period ended2015-06-30
    13F 15,897 shares
    Change vs previous 13F +1,630 shares

    0.08% of the 13F portfolio, value $437,000.

    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 14,267 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $417,000.

    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 14,277 shares
    Change vs previous 13F +6,210 shares

    0.09% of the 13F portfolio, value $453,000.

    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 8,067 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $291,000.

    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).