Skip to content

Advisor Group, Inc.: XLU position timeline

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

Advisor Group, Inc. held 241,289 XLU 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 241,289 shares
    Change vs previous 13F -12,410 shares

    0.11% of the 13F portfolio, value $15,595,000.

    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 253,699 shares
    Change vs previous 13F -25,961 shares

    0.12% of the 13F portfolio, value $16,429,000.

    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 279,660 shares
    Change vs previous 13F +82,852 shares

    0.13% of the 13F portfolio, value $16,679,000.

    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 196,808 shares
    Change vs previous 13F -36,337 shares

    0.09% of the 13F portfolio, value $11,453,000.

    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 233,145 shares
    Change vs previous 13F +118,264 shares

    0.12% of the 13F portfolio, value $12,341,000.

    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 114,881 shares
    Change vs previous 13F +10,533 shares

    0.06% of the 13F portfolio, value $6,051,000.

    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 104,348 shares
    Change vs previous 13F -22,846 shares

    0.07% of the 13F portfolio, value $5,422,000.

    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 127,194 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,428,000.

    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).