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Disclosery

LADENBURG THALMANN FINANCIAL SERVICES INC.: SPY position timeline

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

LADENBURG THALMANN FINANCIAL SERVICES INC. held 1,106,494 SPY 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 1,106,494 shares
    Change vs previous 13F +60,459 shares

    1.33% of the 13F portfolio, value $211,741,000.

    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 1,046,035 shares
    Change vs previous 13F +391,636 shares

    1.37% of the 13F portfolio, value $197,961,000.

    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 654,399 shares
    Change vs previous 13F +49,632 shares

    1.39% of the 13F portfolio, value $191,839,000.

    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 604,767 shares
    Change vs previous 13F +100,768 shares

    1.31% of the 13F portfolio, value $170,883,000.

    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 503,999 shares
    Change vs previous 13F +16,298 shares

    1.13% of the 13F portfolio, value $125,981,000.

    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 487,701 shares
    Change vs previous 13F -35,130 shares

    1.19% of the 13F portfolio, value $141,792,000.

    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 522,831 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $137,366,000.

    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 522,831 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $137,366,000.

    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).