Current Market Value 237,998,000
Current Holdings 456
Most Recent File Date 2015-02-09
Total Filings on Record 8
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Gary Goldberg Planning Services Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2015-02-09 2014-12-31 13F-HR 456 237,998
2014-11-10 2014-09-30 13F-HR 488 240,401
2014-08-06 2014-06-30 13F-HR 406 227,305
2014-05-07 2014-03-31 13F-HR 471 204,825
2014-02-05 2013-12-31 13F-HR 339 171,919
2013-11-05 2013-09-30 13F-HR 363 164,791
2013-08-19 2013-06-30 13F-HR 367 156,640
2013-05-24 2013-03-31 13F-HR 260 131,695