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Disclosery

RAND WEALTH, LLC: SPY position timeline

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

RAND WEALTH, LLC held 8,296 SPY 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 8,296 shares
    Change vs previous 13F -181 shares

    0.27% of the 13F portfolio, value $2,412,000.

    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 8,477 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,300,000.

    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 8,477 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,231,000.

    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 8,477 shares
    Change vs previous 13F +1,483 shares

    0.25% of the 13F portfolio, value $2,262,000.

    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 6,994 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,757,000.

    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 6,994 shares
    Change vs previous 13F +493 shares

    0.23% of the 13F portfolio, value $1,691,000.

    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 6,501 shares
    Change vs previous 13F +3,354 shares

    0.18% of the 13F portfolio, value $1,533,000.

    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 3,147 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $703,000.

    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).