RAND WEALTH, LLC: XYZ position timeline

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

RAND WEALTH, LLC held 14,900 XYZ shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

period ended2018-09-30
13F 14,900 shares
Change vs previous 13F -3,395 shares
0.17% of the 13F portfolio, value $1,475,000.
13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
Filed 2018-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2018-06-30
13F 18,295 shares
Change vs previous 13F -380 shares
0.13% of the 13F portfolio, value $1,128,000.
13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
Filed 2018-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2018-03-31
13F 18,675 shares
Change vs previous 13F +2,350 shares
0.1% of the 13F portfolio, value $919,000.
13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
Filed 2018-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2017-12-31
13F 16,325 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $566,000.
13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
Filed 2018-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC
Acceptance time not in the bulk data set (spec §4.2).