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RAND WEALTH, LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAND WEALTH, LLC on BSV, newest first. How the timeline and the estimate are built.

RAND WEALTH, LLC held 325,452 BSV shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 325,452 shares
    Change vs previous 13F -60,339 shares

    2.84% of the 13F portfolio, value $25,395,000.

    13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 385,791 shares
    Change vs previous 13F +8,260 shares

    3.37% of the 13F portfolio, value $30,173,000.

    13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 377,531 shares
    Change vs previous 13F +16,705 shares

    3.33% of the 13F portfolio, value $29,614,000.

    13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 360,826 shares
    Change vs previous 13F -24,978 shares

    3.12% of the 13F portfolio, value $28,541,000.

    13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 385,804 shares
    Change vs previous 13F +385,804 shares

    3.55% of the 13F portfolio, value $30,795,000.

    13F-HR 0001540141-17-000011 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 0 shares
    Change vs previous 13F -359,683 shares

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    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.

  7. period ended2017-03-31
    13F 359,683 shares
    Change vs previous 13F -34,942 shares

    3.45% of the 13F portfolio, value $28,674,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 394,625 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $31,353,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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