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Disclosery

AMERICAN ECONOMIC PLANNING GROUP INC /ADV: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERICAN ECONOMIC PLANNING GROUP INC /ADV on XLK, newest first. How the timeline and the estimate are built.

AMERICAN ECONOMIC PLANNING GROUP INC /ADV held 0 XLK shares at 2018-12-31 per its 13F-HR filed 2019-01-14.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 0 shares
    Change vs previous 13F -3,994 shares

    13F-HR 0001085146-19-000147 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2018-09-30
    13F 3,994 shares
    Change vs previous 13F -470 shares

    0.11% of the 13F portfolio, value $301,000.

    13F-HR 0001085146-18-002327 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-06-30
    13F 4,464 shares
    Change vs previous 13F +15 shares

    0.11% of the 13F portfolio, value $310,000.

    13F-HR 0001085146-18-002110 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-03-31
    13F 4,449 shares
    Change vs previous 13F -111 shares

    0.11% of the 13F portfolio, value $291,000.

    13F-HR 0001085146-18-001279 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-12-31
    13F 4,560 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $292,000.

    13F-HR 0001085146-18-000224 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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