Skip to content
Disclosery

ParenteBeard Wealth Management, LLC: FISI position timeline

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

ParenteBeard Wealth Management, LLC held 0 FISI 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 -10,259 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 10,259 shares
    Change vs previous 13F -12,485 shares

    0.12% of the 13F portfolio, value $236,167.

    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 22,744 shares
    Change vs previous 13F -6,127 shares

    0.22% of the 13F portfolio, value $562,000.

    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 28,871 shares
    Change vs previous 13F -1,972 shares

    0.29% of the 13F portfolio, value $591,000.

    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 30,843 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $568,000.

    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).