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BOSTON FINANCIAL MANGEMENT LLC: XLE position timeline

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

BOSTON FINANCIAL MANGEMENT LLC held 24,864 XLE shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 24,864 shares
    Change vs previous 13F +18,514 shares

    0.06% of the 13F portfolio, value $2,129,851.

    13F-HR 0001053055-25-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 6,350 shares
    Change vs previous 13F -8,000 shares

    0.02% of the 13F portfolio, value $557,530.

    13F-HR 0001053055-24-000005 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 14,350 shares
    Change vs previous 13F +600 shares

    0.04% of the 13F portfolio, value $1,308,003.

    13F-HR 0001053055-24-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 13,750 shares
    Change vs previous 13F +500 shares

    0.04% of the 13F portfolio, value $1,298,138.

    13F-HR 0001053055-24-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 13,250 shares
    Change vs previous 13F +11,000 shares

    0.04% of the 13F portfolio, value $1,110,880.

    13F-HR 0001053055-24-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 2,250 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $203,378.

    13F-HR 0001053055-23-000004 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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