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Disclosery

Long Wharf Investors, Inc.: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Wharf Investors, Inc. on SDY, newest first. How the timeline and the estimate are built.

Long Wharf Investors, Inc. held 3,160 SDY shares at 2014-06-30 per its 13F-HR filed 2014-08-04.

the latest 13F is the newest step

  1. period ended2014-06-30
    13F 3,160 shares
    Change vs previous 13F -300 shares

    0.19% of the 13F portfolio, value $242,000.

    13F-HR 0001511465-14-000004 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-03-31
    13F 3,460 shares
    Change vs previous 13F -411 shares

    0.22% of the 13F portfolio, value $255,000.

    13F-HR 0001511465-14-000003 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2013-12-31
    13F 3,871 shares
    Change vs previous 13F -360 shares

    0.25% of the 13F portfolio, value $281,000.

    13F-HR 0001511465-14-000002 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2013-09-30
    13F 4,231 shares
    Change vs previous 13F -5,860 shares

    0.28% of the 13F portfolio, value $292,000.

    13F-HR 0001511465-13-000005 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-06-30
    13F 10,091 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $669,000.

    13F-HR 0001511465-13-000004 filed by Long Wharf Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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