ParenteBeard Wealth Management, LLC: XCHYX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ParenteBeard Wealth Management, LLC on XCHYX, newest first. How the timeline and the estimate are built.
ParenteBeard Wealth Management, LLC held 2,766 XCHYX shares at 2014-12-31 per its 13F-HR filed 2015-01-28.
the latest 13F is the newest step
- period ended2014-12-3113F 2,766 sharesChange vs previous 13F -194,801 shares
3.87% of the 13F portfolio, value $200,017,000.
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 197,567 sharesChange vs previous 13F +6,959 shares
1.17% of the 13F portfolio, value $2,801,000.
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 190,608 sharesChange vs previous 13F +41,147 shares
1.24% of the 13F portfolio, value $2,821,000.
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 149,461 sharesChange vs previous 13F -4,943 shares
1% of the 13F portfolio, value $2,014,731.
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 154,404 sharesChange vs previous 13F -2,805 shares
0.78% of the 13F portfolio, value $1,996,000.
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 157,209 sharesChange vs previous 13F -602 shares
0.96% of the 13F portfolio, value $1,970,000.
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 157,811 sharesChange vs previous 13F not available
0.89% of the 13F portfolio, value $1,955,000.
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).