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LADENBURG THALMANN FINANCIAL SERVICES INC.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LADENBURG THALMANN FINANCIAL SERVICES INC. on IVV, newest first. How the timeline and the estimate are built.

LADENBURG THALMANN FINANCIAL SERVICES INC. held 1,090,562 IVV shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 1,090,562 shares
    Change vs previous 13F +98,498 shares

    1.94% of the 13F portfolio, value $307,582,000.

    13F-HR 0001493152-20-002502 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 992,064 shares
    Change vs previous 13F +259,034 shares

    2.04% of the 13F portfolio, value $296,125,000.

    13F-HR 0001493152-19-017222 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 733,030 shares
    Change vs previous 13F -60,126 shares

    1.56% of the 13F portfolio, value $216,308,000.

    13F-HR 0001493152-19-012740 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 793,156 shares
    Change vs previous 13F -104,612 shares

    1.73% of the 13F portfolio, value $225,906,000.

    13F-HR 0001493152-19-007440 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 897,768 shares
    Change vs previous 13F +406,173 shares

    2.04% of the 13F portfolio, value $225,958,000.

    13F-HR 0001493152-19-002095 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 491,595 shares
    Change vs previous 13F +61,632 shares

    1.2% of the 13F portfolio, value $143,952,000.

    13F-HR 0001493152-18-016044 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 429,963 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $114,025,000.

    13F-HR 0001493152-18-012070 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 429,963 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $114,025,000.

    13F-HR 0001493152-18-007142 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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