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Disclosery

Spruce Investment Advisors LLC: HEDJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spruce Investment Advisors LLC on HEDJ, newest first. How the timeline and the estimate are built.

Spruce Investment Advisors LLC held 0 HEDJ shares at 2016-09-30 per its 13F-HR filed 2016-11-10.

the latest 13F is the newest step

  1. period ended2016-09-30
    13F 0 shares
    Change vs previous 13F -9,639 shares

    13F-HR 0001172661-16-004147 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-06-30
    13F 9,639 shares
    Change vs previous 13F -14,513 shares

    0.28% of the 13F portfolio, value $487,000.

    13F-HR 0001172661-16-003635 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-03-31
    13F 24,152 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,254,000.

    13F-HR 0001172661-16-003214 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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