13F History

APPROPRIATE BALANCE FINANCIAL SERVICES INC.

13F Filings History

Latest 13F report: Q3 2017 - Oct 10, 2017
Value $: $18.2K
Signature - Title: Mark jaeger - CCO
Location: Bellevue, WA
Summary: This page shows a list of all the recent 13F filings made by APPROPRIATE BALANCE FINANCIAL SERVICES INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. APPROPRIATE BALANCE FINANCIAL SERVICES INC. reported 30 stock holdings with total value $18.2K as of Q3 2017.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2017	30	$18.2K	$0	$0		RWJ, SHOP	13F-HR	10/10/2017, 11:36 AM
Q2 2017	29	$0	$0	$0			13F-HR	7/24/2017, 12:12 PM
Q1 2017	30	$1.44K	$0	$0			13F-HR	5/1/2017, 12:56 PM
Q4 2016	32	$163M	+$13.9M	-$12.2M	+$1.74M	QQQ, MDY, SPY, IJR, IVE	13F-HR	1/30/2017, 02:58 PM
Q3 2016	32	$156M	+$10.4M	-$13.4M	-$3.04M	QQQ, MDY, SPY, IJR, IVE	13F-HR	10/18/2016, 02:23 PM
Q2 2016	32	$151M	+$25M	-$20M	+$4.97M	QQQ, MDY, SPY, IJR, IVE	13F-HR	7/12/2016, 02:21 PM
Q1 2016	29	$144M	+$14.2M	-$14.5M	-$335K	QQQ, MDY, SPY, IJR, IVE	Restatement	4/25/2016, 11:15 AM
Q4 2015	26	$143M	$0	$0		QQQ, MDY, SPY, IJR, IVE	13F-HR	4/13/2016, 12:15 PM

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