Skip to content

Kovitz Investment Group, LLC: EXPD position timeline

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

Kovitz Investment Group, LLC held 0 EXPD 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 0 shares
    Change vs previous 13F -559,764 shares

    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).

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

  2. period ended2015-09-30
    13F 559,764 shares
    Change vs previous 13F -54,722 shares

    1.55% of the 13F portfolio, value $26,337,000.

    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 614,486 shares
    Change vs previous 13F -19,987 shares

    1.59% of the 13F portfolio, value $28,331,000.

    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 634,473 shares
    Change vs previous 13F -202,420 shares

    1.71% of the 13F portfolio, value $30,568,000.

    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 836,893 shares
    Change vs previous 13F -16,544 shares

    1.85% of the 13F portfolio, value $37,333,000.

    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 853,437 shares
    Change vs previous 13F +10,773 shares

    1.79% of the 13F portfolio, value $34,621,000.

    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 842,664 shares
    Change vs previous 13F +71,216 shares

    1.96% of the 13F portfolio, value $37,212,000.

    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 771,448 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $28,523,000.

    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).