Skip to content
Disclosery

Kovitz Investment Group, LLC: ED position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovitz Investment Group, LLC on ED, newest first. How the timeline and the estimate are built.

Kovitz Investment Group, LLC held 29,876 ED shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 29,876 shares
    Change vs previous 13F -200 shares

    0.12% of the 13F portfolio, value $1,920,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 30,076 shares
    Change vs previous 13F +450 shares

    0.12% of the 13F portfolio, value $2,011,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 29,626 shares
    Change vs previous 13F -300 shares

    0.1% of the 13F portfolio, value $1,715,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 29,926 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $1,825,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 30,026 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $1,982,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 30,126 shares
    Change vs previous 13F -49 shares

    0.09% of the 13F portfolio, value $1,707,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 30,175 shares
    Change vs previous 13F -3,603 shares

    0.09% of the 13F portfolio, value $1,742,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 33,778 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,061,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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