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Placemark Investments, Inc.: SBH position timeline

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

Placemark Investments, Inc. held 68,654 SBH 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 68,654 shares
    Change vs previous 13F -1,496 shares

    0.04% of the 13F portfolio, value $2,111,000.

    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 70,150 shares
    Change vs previous 13F +5,856 shares

    0.04% of the 13F portfolio, value $1,920,000.

    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 ended2014-06-30
    13F 64,294 shares
    Change vs previous 13F -1,470 shares

    0.03% of the 13F portfolio, value $1,611,000.

    13F-HR 0001315726-14-000005 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).

  4. period ended2014-03-31
    13F 65,764 shares
    Change vs previous 13F +3,962 shares

    0.03% of the 13F portfolio, value $1,800,000.

    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).

  5. period ended2013-12-31
    13F 61,802 shares
    Change vs previous 13F +25,966 shares

    0.03% of the 13F portfolio, value $1,866,000.

    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).

  6. period ended2013-09-30
    13F 35,836 shares
    Change vs previous 13F -3,948 shares

    0.02% of the 13F portfolio, value $938,000.

    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).

  7. period ended2013-06-30
    13F 39,784 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,237,000.

    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).