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PacWest Financial Management Inc: HD position timeline

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

PacWest Financial Management Inc held 20,601 HD 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 20,601 shares
    Change vs previous 13F -7 shares

    1.64% of the 13F portfolio, value $27,621,000.

    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 20,608 shares
    Change vs previous 13F -347 shares

    1.62% of the 13F portfolio, value $2,652,000.

    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 20,955 shares
    Change vs previous 13F +60 shares

    1.67% of the 13F portfolio, value $2,676,000.

    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 20,895 shares
    Change vs previous 13F +258 shares

    1.8% of the 13F portfolio, value $2,788,000.

    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 20,637 shares
    Change vs previous 13F +490 shares

    1.83% of the 13F portfolio, value $2,729,000.

    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 20,147 shares
    Change vs previous 13F +517 shares

    1.72% of the 13F portfolio, value $2,327,000.

    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 19,630 shares
    Change vs previous 13F -425 shares

    1.54% of the 13F portfolio, value $2,181,000.

    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 20,055 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,278,000.

    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).