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Shamrock Asset Management LLC: FPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shamrock Asset Management LLC on FPE, newest first. How the timeline and the estimate are built.

Shamrock Asset Management LLC held 56,836 FPE shares at 2019-09-30 per its 13F-HR filed 2019-11-13.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 56,836 shares
    Change vs previous 13F -3,673 shares

    0.87% of the 13F portfolio, value $1,121,000.

    13F-HR 0001062993-19-004348 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-06-30
    13F 60,509 shares
    Change vs previous 13F -11,276 shares

    0.83% of the 13F portfolio, value $1,173,000.

    13F-HR 0001062993-19-003246 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-03-31
    13F 71,785 shares
    Change vs previous 13F +13,442 shares

    1.08% of the 13F portfolio, value $1,368,000.

    13F-HR 0001062993-19-001943 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-12-31
    13F 58,343 shares
    Change vs previous 13F -5,641 shares

    1.58% of the 13F portfolio, value $1,047,000.

    13F-HR 0001062993-19-000547 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-09-30
    13F 63,984 shares
    Change vs previous 13F -5,479 shares

    0.77% of the 13F portfolio, value $1,222,000.

    13F-HR 0001062993-18-004179 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2018-06-30
    13F 69,463 shares
    Change vs previous 13F -2,712 shares

    0.81% of the 13F portfolio, value $1,324,000.

    13F-HR 0001062993-18-002866 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-03-31
    13F 72,175 shares
    Change vs previous 13F +2,629 shares

    0.83% of the 13F portfolio, value $1,389,000.

    13F-HR 0001062993-18-002406 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-12-31
    13F 69,546 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,392,000.

    13F-HR 0001062993-18-000261 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).