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Disclosery

Placemark Investments, Inc.: IYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Placemark Investments, Inc. on IYZ, newest first. How the timeline and the estimate are built.

Placemark Investments, Inc. held 8,309 IYZ shares at 2014-12-31 per its 13F-HR filed 2015-02-17.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 8,309 shares
    Change vs previous 13F -13,539 shares

    <0.01% of the 13F portfolio, value $243,000.

    13F-HR 0001315726-15-000001 filed by Placemark Investments, Inc.
    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 21,848 shares
    Change vs previous 13F +21,848 shares

    0.01% of the 13F portfolio, value $653,000.

    13F-HR 0001315726-14-000007 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-03-31
    13F 0 shares
    Change vs previous 13F -7,929 shares

    13F-HR 0001315726-14-000004 filed by Placemark Investments, Inc.
    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.

  4. period ended2013-12-31
    13F 7,929 shares
    Change vs previous 13F +138 shares

    <0.01% of the 13F portfolio, value $236,000.

    13F-HR 0001315726-14-000003 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-09-30
    13F 7,791 shares
    Change vs previous 13F -8,995 shares

    <0.01% of the 13F portfolio, value $216,000.

    13F-HR 0001315726-13-000008 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-06-30
    13F 16,786 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $433,000.

    13F-HR 0001315726-13-000006 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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