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Disclosery

Aris Wealth Services, Inc.: XLK position timeline

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

Aris Wealth Services, Inc. held 0 XLK shares at 2015-09-30 per its 13F-HR filed 2015-11-10.

the latest 13F is the newest step

  1. period ended2015-09-30
    13F 0 shares
    Change vs previous 13F -5,106 shares

    13F-HR 0001140361-15-040268 filed by Aris Wealth Services, Inc.
    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 ended2015-06-30
    13F 5,106 shares
    Change vs previous 13F +743 shares

    0.19% of the 13F portfolio, value $211,000.

    13F-HR 0001140361-15-031654 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-03-31
    13F 4,363 shares
    Change vs previous 13F -608 shares

    0.17% of the 13F portfolio, value $181,000.

    13F-HR 0001140361-15-019114 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-12-31
    13F 4,971 shares
    Change vs previous 13F -2,638 shares

    0.23% of the 13F portfolio, value $206,000.

    13F-HR 0001347935-15-000002 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-09-30
    13F 7,609 shares
    Change vs previous 13F -1,300 shares

    0.38% of the 13F portfolio, value $304,000.

    13F-HR 0001347935-14-000016 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-06-30
    13F 8,909 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $342,000.

    13F-HR 0001347935-14-000014 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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