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Disclosery

ParenteBeard Wealth Management, LLC: DEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ParenteBeard Wealth Management, LLC on DEM, newest first. How the timeline and the estimate are built.

ParenteBeard Wealth Management, LLC held 0 DEM shares at 2014-06-30 per its 13F-HR filed 2014-07-23.

the latest 13F is the newest step

  1. period ended2014-06-30
    13F 0 shares
    Change vs previous 13F -12,093 shares

    13F-HR 0001515072-14-000003 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2014-03-31
    13F 12,093 shares
    Change vs previous 13F -132,451 shares

    0.29% of the 13F portfolio, value $593,405.

    13F-HR 0001515072-14-000002 filed by ParenteBeard Wealth Management, LLC
    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 144,544 shares
    Change vs previous 13F +3,764 shares

    2.9% of the 13F portfolio, value $7,376,000.

    13F-HR 0001515072-14-000001 filed by ParenteBeard Wealth Management, LLC
    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 140,780 shares
    Change vs previous 13F +7,232 shares

    3.55% of the 13F portfolio, value $7,277,000.

    13F-HR 0001515072-13-000008 filed by ParenteBeard Wealth Management, LLC
    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 133,548 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $6,454,000.

    13F-HR 0001515072-13-000007 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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