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Advisor Group, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisor Group, Inc. on XLE, newest first. How the timeline and the estimate are built.

Advisor Group, Inc. held 113,875 XLE shares at 2019-12-31 per its 13F-HR filed 2020-02-12.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 113,875 shares
    Change vs previous 13F -4,996 shares

    0.05% of the 13F portfolio, value $6,839,000.

    13F-HR 0001681115-20-000002 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 118,871 shares
    Change vs previous 13F -19,907 shares

    0.05% of the 13F portfolio, value $7,038,000.

    13F-HR 0001681115-19-000015 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 138,778 shares
    Change vs previous 13F -64,337 shares

    0.07% of the 13F portfolio, value $8,842,000.

    13F-HR 0001681115-19-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 203,115 shares
    Change vs previous 13F +32,105 shares

    0.11% of the 13F portfolio, value $13,432,000.

    13F-HR 0001681115-19-000003 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 171,010 shares
    Change vs previous 13F +7,320 shares

    0.1% of the 13F portfolio, value $9,809,000.

    13F-HR 0001681115-19-000001 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 163,690 shares
    Change vs previous 13F +15,684 shares

    0.13% of the 13F portfolio, value $12,399,000.

    13F-HR 0001681115-18-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 148,006 shares
    Change vs previous 13F -16,063 shares

    0.15% of the 13F portfolio, value $11,240,000.

    13F-HR 0001681115-18-000008 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 164,069 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,062,000.

    13F-HR 0001681115-18-000006 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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