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Altavista Wealth Management, Inc.: XLE position timeline

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

Altavista Wealth Management, Inc. held 8,109 XLE shares at 2021-12-31 per its 13F-HR filed 2022-02-14.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 8,109 shares
    Change vs previous 13F +130 shares

    0.09% of the 13F portfolio, value $450,000.

    13F-HR 0001398344-22-003172 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 7,979 shares
    Change vs previous 13F -1,800 shares

    0.09% of the 13F portfolio, value $416,000.

    13F-HR 0001398344-21-021298 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 9,779 shares
    Change vs previous 13F -500 shares

    0.11% of the 13F portfolio, value $527,000.

    13F-HR 0001398344-21-015415 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 10,279 shares
    Change vs previous 13F -150 shares

    0.12% of the 13F portfolio, value $504,000.

    13F-HR 0001398344-21-009824 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 10,429 shares
    Change vs previous 13F -5,195 shares

    0.1% of the 13F portfolio, value $395,000.

    13F-HR 0001398344-21-002748 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 15,624 shares
    Change vs previous 13F +3,464 shares

    0.13% of the 13F portfolio, value $468,000.

    13F-HR 0001398344-20-022664 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 12,160 shares
    Change vs previous 13F +3,910 shares

    0.13% of the 13F portfolio, value $460,000.

    13F-HR 0001398344-20-015705 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 8,250 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $240,000.

    13F-HR 0001398344-20-010109 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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