Skip to content
Disclosery

Alerus Investment Advisors Corp: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alerus Investment Advisors Corp on XLU, newest first. How the timeline and the estimate are built.

Alerus Investment Advisors Corp held 183,961 XLU shares at 2016-03-31 per its 13F-HR filed 2016-05-04.

the latest 13F is the newest step

  1. period ended2016-03-31
    13F 183,961 shares
    Change vs previous 13F -3,408 shares

    1.59% of the 13F portfolio, value $9,129,000.

    13F-HR 0001541895-16-000006 filed by Alerus Investment Advisors Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-12-31
    13F 187,369 shares
    Change vs previous 13F +201 shares

    1.35% of the 13F portfolio, value $8,109,000.

    13F-HR 0001541895-16-000005 filed by Alerus Investment Advisors Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-09-30
    13F 187,168 shares
    Change vs previous 13F -4,564 shares

    1.43% of the 13F portfolio, value $8,102,000.

    13F-HR 0001541895-15-000004 filed by Alerus Investment Advisors Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-06-30
    13F 191,732 shares
    Change vs previous 13F +81 shares

    1.41% of the 13F portfolio, value $8,512,000.

    13F-HR 0001541895-15-000003 filed by Alerus Investment Advisors Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-03-31
    13F 191,651 shares
    Change vs previous 13F +68,360 shares

    1.41% of the 13F portfolio, value $8,493,000.

    13F-HR 0001541895-15-000002 filed by Alerus Investment Advisors Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-12-31
    13F 123,291 shares
    Change vs previous 13F -1,357 shares

    0.99% of the 13F portfolio, value $5,822,000.

    13F-HR 0001541895-15-000001 filed by Alerus Investment Advisors Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-09-30
    13F 124,648 shares
    Change vs previous 13F +1,357 shares

    0.91% of the 13F portfolio, value $5,248,000.

    13F-HR 0001541895-14-000004 filed by Alerus Investment Advisors Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-06-30
    13F 123,291 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $5,457,000.

    13F-HR 0001541895-14-000003 filed by Alerus Investment Advisors Corp
    Filed (acceptance time not in the bulk data set), ingested

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