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Disclosery

RAND WEALTH, LLC: FIDU position timeline

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

RAND WEALTH, LLC held 90,701 FIDU 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 90,701 shares
    Change vs previous 13F +1,020 shares

    0.41% of the 13F portfolio, value $3,647,000.

    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 89,681 shares
    Change vs previous 13F +6,956 shares

    0.37% of the 13F portfolio, value $3,325,000.

    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 82,725 shares
    Change vs previous 13F -1,185 shares

    0.35% of the 13F portfolio, value $3,129,000.

    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 83,910 shares
    Change vs previous 13F +4,018 shares

    0.36% of the 13F portfolio, value $3,247,000.

    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 79,892 shares
    Change vs previous 13F -973 shares

    0.34% of the 13F portfolio, value $2,919,000.

    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 80,865 shares
    Change vs previous 13F +7,643 shares

    0.38% of the 13F portfolio, value $2,813,000.

    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 73,222 shares
    Change vs previous 13F +22,516 shares

    0.3% of the 13F portfolio, value $2,458,000.

    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 50,706 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,634,000.

    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).