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Disclosery

Placemark Investments, Inc.: USB position timeline

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

Placemark Investments, Inc. held 124,345 USB 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 124,345 shares
    Change vs previous 13F -3,397 shares

    0.1% of the 13F portfolio, value $5,590,000.

    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 127,742 shares
    Change vs previous 13F -1,446 shares

    0.1% of the 13F portfolio, value $5,345,000.

    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 129,188 shares
    Change vs previous 13F +7,624 shares

    0.1% of the 13F portfolio, value $5,596,000.

    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 121,564 shares
    Change vs previous 13F -101,536 shares

    0.1% of the 13F portfolio, value $5,211,000.

    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 223,100 shares
    Change vs previous 13F -4,384 shares

    0.15% of the 13F portfolio, value $9,017,000.

    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 227,484 shares
    Change vs previous 13F +69,521 shares

    0.16% of the 13F portfolio, value $8,320,000.

    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 157,963 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,708,000.

    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).