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VECTOR WEALTH MANAGEMENT, LLC: JPM position timeline

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

VECTOR WEALTH MANAGEMENT, LLC held 3,883 JPM shares at 2016-12-31 per its 13F-HR filed 2017-02-07.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 3,883 shares
    Change vs previous 13F -332 shares

    0.24% of the 13F portfolio, value $336,000.

    13F-HR 0001221073-17-000030 filed by VECTOR WEALTH 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 ended2016-09-30
    13F 4,215 shares
    Change vs previous 13F -148 shares

    0.19% of the 13F portfolio, value $280,000.

    13F-HR 0001221073-16-000203 filed by VECTOR WEALTH 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 ended2016-06-30
    13F 4,363 shares
    Change vs previous 13F +97 shares

    0.18% of the 13F portfolio, value $271,000.

    13F-HR 0001221073-16-000202 filed by VECTOR WEALTH 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 ended2016-03-31
    13F 4,266 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $253,000.

    13F-HR 0001221073-16-000201 filed by VECTOR WEALTH 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 ended2015-12-31
    13F 4,266 shares
    Change vs previous 13F -1 shares

    0.22% of the 13F portfolio, value $282,000.

    13F-HR 0001221073-16-000200 filed by VECTOR WEALTH 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 ended2015-09-30
    13F 4,267 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $285,000.

    13F-HR 0001221073-17-000018 filed by VECTOR WEALTH 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 ended2015-06-30
    13F 4,267 shares
    Change vs previous 13F +103 shares

    0.23% of the 13F portfolio, value $290,000.

    13F-HR 0001221073-17-000017 filed by VECTOR WEALTH 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 ended2015-03-31
    13F 4,164 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $252,000.

    13F-HR 0001221073-17-000016 filed by VECTOR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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