Skip to content

PacWest Financial Management Inc: DLTR position timeline

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

PacWest Financial Management Inc held 17,748 DLTR 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 17,748 shares
    Change vs previous 13F -455 shares

    0.81% of the 13F portfolio, value $13,697,000.

    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 18,203 shares
    Change vs previous 13F -1,585 shares

    0.88% of the 13F portfolio, value $1,437,000.

    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 19,788 shares
    Change vs previous 13F -1,852 shares

    1.17% of the 13F portfolio, value $1,865,000.

    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 21,640 shares
    Change vs previous 13F -825 shares

    1.15% of the 13F portfolio, value $1,784,000.

    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 22,465 shares
    Change vs previous 13F +345 shares

    1.16% of the 13F portfolio, value $1,735,000.

    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 22,120 shares
    Change vs previous 13F +625 shares

    1.09% of the 13F portfolio, value $1,475,000.

    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 21,495 shares
    Change vs previous 13F -615 shares

    1.2% of the 13F portfolio, value $1,698,000.

    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 22,110 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,794,000.

    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).