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Livingston Group Asset Management CO (operating as Southport Capital Management): SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Livingston Group Asset Management CO (operating as Southport Capital Management) on SCHB, newest first. How the timeline and the estimate are built.

Livingston Group Asset Management CO (operating as Southport Capital Management) held 25,922 SCHB shares at 2022-03-31 per its 13F-HR filed 2022-04-25.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 25,922 shares
    Change vs previous 13F +12,961 shares

    0.51% of the 13F portfolio, value $1,384,000.

    13F-HR 0001379119-22-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 12,961 shares
    Change vs previous 13F -305 shares

    0.26% of the 13F portfolio, value $1,465,000.

    13F-HR 0001379119-22-000002 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 13,266 shares
    Change vs previous 13F +1,141 shares

    0.55% of the 13F portfolio, value $1,378,000.

    13F-HR 0001379119-21-000006 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F 12,125 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,264,000.

    13F-HR 0001379119-21-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 12,125 shares
    Change vs previous 13F -209 shares

    0.31% of the 13F portfolio, value $1,173,000.

    13F-HR 0001379119-21-000004 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 12,334 shares
    Change vs previous 13F -418 shares

    0.4% of the 13F portfolio, value $1,122,000.

    13F-HR 0001379119-21-000001 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F 12,752 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,016,000.

    13F-HR 0001379119-20-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-06-30
    13F 12,752 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $937,000.

    13F-HR 0001379119-20-000003 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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