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PacWest Financial Management Inc: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PacWest Financial Management Inc on AAPL, newest first. How the timeline and the estimate are built.

PacWest Financial Management Inc held 30,979 AAPL shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 30,979 shares
    Change vs previous 13F -340 shares

    2.12% of the 13F portfolio, value $35,879,000.

    13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 31,319 shares
    Change vs previous 13F +322 shares

    2.17% of the 13F portfolio, value $3,541,000.

    13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 30,997 shares
    Change vs previous 13F +366 shares

    1.85% of the 13F portfolio, value $2,963,000.

    13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 30,631 shares
    Change vs previous 13F +2,153 shares

    2.15% of the 13F portfolio, value $3,338,000.

    13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 28,478 shares
    Change vs previous 13F +385 shares

    2.01% of the 13F portfolio, value $2,998,000.

    13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 28,093 shares
    Change vs previous 13F +1,450 shares

    2.29% of the 13F portfolio, value $3,099,000.

    13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 26,643 shares
    Change vs previous 13F +495 shares

    2.35% of the 13F portfolio, value $3,342,000.

    13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 26,148 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $3,254,000.

    13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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