ParenteBeard Wealth Management, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ParenteBeard Wealth Management, LLC on WMT, newest first. How the timeline and the estimate are built.
ParenteBeard Wealth Management, LLC held 296 WMT shares at 2014-12-31 per its 13F-HR filed 2015-01-28.
the latest 13F is the newest step
- period ended2014-12-3113F 296 sharesChange vs previous 13F -3,151 shares
0.07% of the 13F portfolio, value $3,447,000.
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 3,447 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $264,000.
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 3,447 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $259,000.
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 3,447 sharesChange vs previous 13F -90 shares
0.13% of the 13F portfolio, value $263,454.
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 3,537 sharesChange vs previous 13F -672 shares
0.11% of the 13F portfolio, value $278,000.
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 4,209 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $311,000.
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 4,209 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $314,000.
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).