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VECTOR WEALTH MANAGEMENT, LLC: SCHB position timeline

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

VECTOR WEALTH MANAGEMENT, LLC held 122,846 SCHB 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 122,846 shares
    Change vs previous 13F +30,850 shares

    4.67% of the 13F portfolio, value $6,656,000.

    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 91,996 shares
    Change vs previous 13F +50,422 shares

    3.3% of the 13F portfolio, value $4,813,000.

    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 41,574 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,091,000.

    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).