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Stevens First Principles Investment Advisors: GLD position timeline

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

Stevens First Principles Investment Advisors held 42,059 GLD shares at 2019-06-30 per its 13F-HR filed 2019-07-22.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 42,059 shares
    Change vs previous 13F +21,740 shares

    3.25% of the 13F portfolio, value $5,602,000.

    13F-HR 0001214659-19-004696 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-03-31
    13F 20,319 shares
    Change vs previous 13F -490 shares

    1.48% of the 13F portfolio, value $2,479,000.

    13F-HR 0001214659-19-002878 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-12-31
    13F 20,809 shares
    Change vs previous 13F -140 shares

    1.71% of the 13F portfolio, value $2,523,000.

    13F-HR 0001214659-19-000850 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-09-30
    13F 20,949 shares
    Change vs previous 13F -168 shares

    1.36% of the 13F portfolio, value $2,362,000.

    13F-HR 0001214659-18-006903 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-06-30
    13F 21,117 shares
    Change vs previous 13F +21,117 shares

    1.51% of the 13F portfolio, value $2,506,000.

    13F-HR 0001214659-18-005258 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -37,713 shares

    13F-HR 0001214659-18-001026 filed by Stevens First Principles Investment Advisors
    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.

  7. period ended2017-09-30
    13F 37,713 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $4,585,000.

    13F-HR 0001214659-17-006364 filed by Stevens First Principles Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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