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Disclosery

American Research & Management Co.: XLE position timeline

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

American Research & Management Co. held 20,874 XLE shares at 2022-09-30 per its 13F-HR filed 2022-10-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 20,874 shares
    Change vs previous 13F -555 shares

    0.41% of the 13F portfolio, value $1,503,000.

    13F-HR 0000909012-22-000112 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 21,429 shares
    Change vs previous 13F -389 shares

    0.39% of the 13F portfolio, value $1,532,000.

    13F-HR 0000909012-22-000079 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 21,818 shares
    Change vs previous 13F +444 shares

    0.37% of the 13F portfolio, value $1,668,000.

    13F-HR 0000909012-22-000052 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 21,374 shares
    Change vs previous 13F +1,352 shares

    0.26% of the 13F portfolio, value $1,186,000.

    13F-HR 0000909012-22-000017 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 20,022 shares
    Change vs previous 13F -429 shares

    0.24% of the 13F portfolio, value $1,043,000.

    13F-HR 0000909012-21-000134 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 20,451 shares
    Change vs previous 13F +2,162 shares

    0.25% of the 13F portfolio, value $1,102,000.

    13F-HR 0000909012-21-000100 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 18,289 shares
    Change vs previous 13F +3,805 shares

    0.22% of the 13F portfolio, value $897,000.

    13F-HR 0000909012-21-000060 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 14,484 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $549,000.

    13F-HR 0000909012-21-000010 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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