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Disclosery

RAND WEALTH, LLC: DOL position timeline

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

RAND WEALTH, LLC held 4,888 DOL 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 4,888 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $236,000.

    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 4,888 shares
    Change vs previous 13F -29 shares

    0.03% of the 13F portfolio, value $234,000.

    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 4,917 shares
    Change vs previous 13F +505 shares

    0.03% of the 13F portfolio, value $245,000.

    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 4,412 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $223,000.

    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 4,412 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $218,000.

    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 4,337 shares
    Change vs previous 13F +4,337 shares

    0.03% of the 13F portfolio, value $205,000.

    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 0 shares
    Change vs previous 13F -7,418 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2016-12-31
    13F 7,418 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $318,000.

    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).