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RAND WEALTH, LLC: DES position timeline

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

RAND WEALTH, LLC held 60,840 DES 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 60,840 shares
    Change vs previous 13F -1,657 shares

    0.2% of the 13F portfolio, value $1,808,000.

    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 62,497 shares
    Change vs previous 13F -26,154 shares

    0.21% of the 13F portfolio, value $1,853,000.

    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 88,651 shares
    Change vs previous 13F +102 shares

    0.27% of the 13F portfolio, value $2,429,000.

    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 88,549 shares
    Change vs previous 13F +57,893 shares

    0.28% of the 13F portfolio, value $2,572,000.

    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 30,656 shares
    Change vs previous 13F -142 shares

    0.3% of the 13F portfolio, value $2,576,000.

    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 30,798 shares
    Change vs previous 13F +1,254 shares

    0.34% of the 13F portfolio, value $2,479,000.

    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).

  7. period ended2017-03-31
    13F 29,544 shares
    Change vs previous 13F +658 shares

    0.29% of the 13F portfolio, value $2,382,000.

    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 28,886 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,389,000.

    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).