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VECTOR WEALTH MANAGEMENT, LLC: SPY position timeline

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

VECTOR WEALTH MANAGEMENT, LLC held 91,125 SPY 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 91,125 shares
    Change vs previous 13F -1,473 shares

    14.3% of the 13F portfolio, value $20,369,000.

    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 92,598 shares
    Change vs previous 13F -2,291 shares

    13.72% of the 13F portfolio, value $20,029,000.

    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 94,889 shares
    Change vs previous 13F +6,709 shares

    13.54% of the 13F portfolio, value $19,877,000.

    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 88,180 shares
    Change vs previous 13F +5,956 shares

    13.42% of the 13F portfolio, value $18,123,000.

    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 82,224 shares
    Change vs previous 13F -770 shares

    13.06% of the 13F portfolio, value $16,763,000.

    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 82,994 shares
    Change vs previous 13F +3,950 shares

    13.63% of the 13F portfolio, value $17,320,000.

    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 79,044 shares
    Change vs previous 13F +1,527 shares

    12.84% of the 13F portfolio, value $16,271,000.

    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 77,517 shares
    Change vs previous 13F not available

    12.99% of the 13F portfolio, value $16,002,000.

    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).