13F Filings History of APPROPRIATE BALANCE FINANCIAL SERVICES INC.

Latest 13F report
Q3 2017 - 10 Oct 2017
Value $
$18,157
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 $18,157 as of Q3 2017.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2017 30 $18,157 $0 $0 $0 RWJ, SHOP 13F-HR 10 Oct 2017, 11:36
Q2 2017 29 $0 $0 $0 $0 13F-HR 24 Jul 2017, 12:12
Q1 2017 30 $1,435 $0 $0 $0 AMAZON COM INC 13F-HR 01 May 2017, 12:56
Q4 2016 32 $163,225,000 +$13,902,839 -$12,163,606 +$1,739,233 QQQ, MDY, SPY, IJR, IVE 13F-HR 30 Jan 2017, 14:58
Q3 2016 32 $155,879,000 +$10,396,030 -$13,437,084 -$3,041,054 QQQ, MDY, SPY, IJR, IVE 13F-HR 18 Oct 2016, 14:23
Q2 2016 32 $151,128,000 +$25,019,022 -$20,047,790 +$4,971,232 QQQ, MDY, SPY, IJR, IVE 13F-HR 12 Jul 2016, 14:21
Q1 2016 29 $143,959,000 +$14,208,069 -$14,542,681 -$334,612 QQQ, MDY, SPY, IJR, IVE Restatement 25 Apr 2016, 11:15
Q4 2015 26 $143,471,000 $0 $0 $0 QQQ, MDY, SPY, IJR, IVE 13F-HR 13 Apr 2016, 12:15