ParenteBeard Wealth Management, LLC: SDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ParenteBeard Wealth Management, LLC on SDY, newest first. How the timeline and the estimate are built.
ParenteBeard Wealth Management, LLC held 11,115 SDY shares at 2014-12-31 per its 13F-HR filed 2015-01-28.
the latest 13F is the newest step
- period ended2014-12-3113F 11,115 sharesChange vs previous 13F -101,391 shares
2.73% of the 13F portfolio, value $141,056,000.
13F-HR 0001515072-15-000001 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-09-3013F 112,506 sharesChange vs previous 13F -5,888 shares
3.53% of the 13F portfolio, value $8,431,000.
13F-HR 0001515072-14-000004 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-06-3013F 118,394 sharesChange vs previous 13F -1,065 shares
3.98% of the 13F portfolio, value $9,068,000.
13F-HR 0001515072-14-000003 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-03-3113F 119,459 sharesChange vs previous 13F -6,695 shares
4.36% of the 13F portfolio, value $8,789,807.
13F-HR 0001515072-14-000002 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-12-3113F 126,154 sharesChange vs previous 13F -5,497 shares
3.6% of the 13F portfolio, value $9,161,000.
13F-HR 0001515072-14-000001 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-09-3013F 131,651 sharesChange vs previous 13F -6,260 shares
4.43% of the 13F portfolio, value $9,076,000.
13F-HR 0001515072-13-000008 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-06-3013F 137,911 sharesChange vs previous 13F not available
4.15% of the 13F portfolio, value $9,144,000.
13F-HR 0001515072-13-000007 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).