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Disclosery

Veritable, L.P.: SG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Veritable, L.P. on SG, newest first. How the timeline and the estimate are built.

Veritable, L.P. held 0 SG shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -694,102 shares

    13F-HR 0001172661-23-003950 filed by Veritable, L.P.
    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.

  2. period ended2023-06-30
    13F 694,102 shares
    Change vs previous 13F -53,525 shares

    0.14% of the 13F portfolio, value $8,898,388.

    13F-HR 0001172661-23-002839 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 747,627 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $5,861,396.

    13F-HR 0001172661-23-002078 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 747,627 shares
    Change vs previous 13F +362,883 shares

    0.11% of the 13F portfolio, value $6,407,163.

    13F-HR 0001172661-23-000994 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 384,744 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,118,000.

    13F-HR 0001172661-22-002411 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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