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Disclosery

RAND WEALTH, LLC: IEFA position timeline

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

RAND WEALTH, LLC held 109,762 IEFA 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 109,762 shares
    Change vs previous 13F +59 shares

    0.79% of the 13F portfolio, value $7,034,000.

    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 109,703 shares
    Change vs previous 13F +8,987 shares

    0.78% of the 13F portfolio, value $6,952,000.

    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 100,716 shares
    Change vs previous 13F +11,147 shares

    0.75% of the 13F portfolio, value $6,635,000.

    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 89,569 shares
    Change vs previous 13F +153 shares

    0.65% of the 13F portfolio, value $5,920,000.

    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 89,416 shares
    Change vs previous 13F -2,133 shares

    0.66% of the 13F portfolio, value $5,738,000.

    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 91,549 shares
    Change vs previous 13F +5,298 shares

    0.76% of the 13F portfolio, value $5,574,000.

    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 86,251 shares
    Change vs previous 13F +11,797 shares

    0.6% of the 13F portfolio, value $4,998,000.

    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 74,454 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,993,000.

    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).