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Braver Wealth Management, LLC: XLF position timeline

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

Braver Wealth Management, LLC held 756,441 XLF 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 756,441 shares
    Change vs previous 13F +742,440 shares

    2.86% of the 13F portfolio, value $17,587,000.

    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 14,001 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $270,000.

    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).

  3. period ended2016-06-30
    13F 14,001 shares
    Change vs previous 13F -351 shares

    0.05% of the 13F portfolio, value $320,000.

    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 14,352 shares
    Change vs previous 13F -620,772 shares

    0.05% of the 13F portfolio, value $323,000.

    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 635,124 shares
    Change vs previous 13F +621,124 shares

    3.11% of the 13F portfolio, value $15,135,000.

    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 14,000 shares
    Change vs previous 13F -157,948 shares

    0.08% of the 13F portfolio, value $317,000.

    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 171,948 shares
    Change vs previous 13F -41,995 shares

    1.02% of the 13F portfolio, value $4,192,092.

    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 213,943 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,158,173.

    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).