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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

  1. period ended2014-12-31
    13F 2,766 shares
    Change 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), ingested

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

  2. period ended2014-09-30
    13F 197,567 shares
    Change 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), ingested

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

  3. period ended2014-06-30
    13F 190,608 shares
    Change 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), ingested

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

  4. period ended2014-03-31
    13F 149,461 shares
    Change 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), ingested

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

  5. period ended2013-12-31
    13F 154,404 shares
    Change 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), ingested

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

  6. period ended2013-09-30
    13F 157,209 shares
    Change 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), ingested

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

  7. period ended2013-06-30
    13F 157,811 shares
    Change 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), ingested

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