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TD AMERITRADE INVESTMENT MANAGEMENT, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD AMERITRADE INVESTMENT MANAGEMENT, LLC on XLE, newest first. How the timeline and the estimate are built.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC held 0 XLE shares at 2023-09-30 per its 13F-HR filed 2023-11-13.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -281,824 shares

    13F-HR 0001461539-23-000006 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  2. period ended2023-06-30
    13F 281,824 shares
    Change vs previous 13F -1,130 shares

    0.24% of the 13F portfolio, value $22,876,000.

    13F-HR 0001461539-23-000003 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 282,954 shares
    Change vs previous 13F -10,693 shares

    0.24% of the 13F portfolio, value $23,437,000.

    13F-HR 0001461539-23-000002 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 293,647 shares
    Change vs previous 13F -71,501 shares

    0.26% of the 13F portfolio, value $25,685,000.

    13F-HR 0001461539-23-000001 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 365,148 shares
    Change vs previous 13F -245,644 shares

    0.26% of the 13F portfolio, value $26,298,000.

    13F-HR 0001461539-22-000006 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 610,792 shares
    Change vs previous 13F -135,667 shares

    0.39% of the 13F portfolio, value $43,678,000.

    13F-HR 0001461539-22-000005 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 746,459 shares
    Change vs previous 13F -307,947 shares

    0.42% of the 13F portfolio, value $57,059,000.

    13F-HR 0001461539-22-000004 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 1,054,406 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $58,520,000.

    13F-HR 0001461539-22-000001 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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