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Disclosery

Braver Wealth Management, LLC: XLE position timeline

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

Braver Wealth Management, LLC held 89,324 XLE shares at 2016-12-31 per its 13F-HR filed 2017-02-14.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 89,324 shares
    Change vs previous 13F +89,324 shares

    1.09% of the 13F portfolio, value $6,728,000.

    13F-HR 0001566494-17-000001 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 0 shares
    Change vs previous 13F -3,756 shares

    13F-HR 0001566494-16-000010 filed by Braver Wealth Management, LLC
    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.

  3. period ended2016-06-30
    13F 3,756 shares
    Change vs previous 13F -30,303 shares

    0.04% of the 13F portfolio, value $256,000.

    13F-HR 0001566494-16-000009 filed by Braver Wealth 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 ended2016-03-31
    13F 34,059 shares
    Change vs previous 13F +1,542 shares

    0.35% of the 13F portfolio, value $2,108,000.

    13F-HR 0001566494-16-000008 filed by Braver Wealth 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 ended2015-12-31
    13F 32,517 shares
    Change vs previous 13F -49,074 shares

    0.4% of the 13F portfolio, value $1,961,000.

    13F-HR 0001566494-16-000007 filed by Braver Wealth 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 ended2015-09-30
    13F 81,591 shares
    Change vs previous 13F +12,491 shares

    1.24% of the 13F portfolio, value $4,993,000.

    13F-HR 0001566494-15-000005 filed by Braver Wealth 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 ended2015-06-30
    13F 69,100 shares
    Change vs previous 13F -2,310 shares

    1.26% of the 13F portfolio, value $5,193,527.

    13F-HR 0001566494-15-000004 filed by Braver Wealth 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 ended2015-03-31
    13F 71,410 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $5,539,986.

    13F-HR 0001566494-15-000003 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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