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TD Ameritrade Trust Co: SSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD Ameritrade Trust Co on SSO, newest first. How the timeline and the estimate are built.

TD Ameritrade Trust Co held 58,222 SSO shares at 2019-03-31 per its 13F-HR filed 2019-04-17.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 58,222 shares
    Change vs previous 13F -963 shares

    2.41% of the 13F portfolio, value $6,859,000.

    13F-HR 0001568219-19-000002 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 59,185 shares
    Change vs previous 13F -626 shares

    2.3% of the 13F portfolio, value $5,494,000.

    13F-HR 0001568219-19-000001 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 59,811 shares
    Change vs previous 13F +197 shares

    2.8% of the 13F portfolio, value $7,627,000.

    13F-HR 0001568219-18-000005 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 59,614 shares
    Change vs previous 13F +883 shares

    2.52% of the 13F portfolio, value $6,634,000.

    13F-HR 0001568219-18-000003 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 58,731 shares
    Change vs previous 13F +58,731 shares

    2.35% of the 13F portfolio, value $6,195,000.

    13F-HR 0001568219-18-000002 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-09-30
    13F 0 shares
    Change vs previous 13F -19,130 shares

    13F-HR 0001568219-17-000005 filed by TD Ameritrade Trust Co
    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 ended2017-06-30
    13F 19,130 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,273,000.

    13F-HR 0001568219-17-000004 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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