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ATHERTON LANE ADVISERS, LLC: XLE position timeline

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

ATHERTON LANE ADVISERS, LLC held 16,040 XLE shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 16,040 shares
    Change vs previous 13F +5,380 shares

    0.06% of the 13F portfolio, value $968,000.

    13F-HR 0001140361-16-052804 filed by ATHERTON LANE ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 10,660 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $652,000.

    13F-HR 0001140361-15-041432 filed by ATHERTON LANE ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 10,910 shares
    Change vs previous 13F -65 shares

    0.05% of the 13F portfolio, value $820,000.

    13F-HR 0001140361-15-032018 filed by ATHERTON LANE ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 10,975 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $851,000.

    13F-HR 0001140361-15-020002 filed by ATHERTON LANE ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 10,970 shares
    Change vs previous 13F +185 shares

    0.05% of the 13F portfolio, value $868,000.

    13F-HR 0001140361-15-006936 filed by ATHERTON LANE ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 10,785 shares
    Change vs previous 13F +1,340 shares

    0.06% of the 13F portfolio, value $977,000.

    13F-HR 0001140361-14-042036 filed by ATHERTON LANE ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 9,445 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $945,000.

    13F-HR 0001140361-14-032550 filed by ATHERTON LANE ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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