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Braver Wealth Management, LLC: XLP position timeline

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

Braver Wealth Management, LLC held 0 XLP 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 0 shares
    Change vs previous 13F -129,512 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-09-30
    13F 129,512 shares
    Change vs previous 13F -198,500 shares

    1.15% of the 13F portfolio, value $6,891,000.

    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 328,012 shares
    Change vs previous 13F -36,512 shares

    3.09% of the 13F portfolio, value $18,090,000.

    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 364,524 shares
    Change vs previous 13F +139,836 shares

    3.18% of the 13F portfolio, value $19,342,000.

    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 224,688 shares
    Change vs previous 13F +224,688 shares

    2.33% of the 13F portfolio, value $11,344,000.

    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 0 shares
    Change vs previous 13F -173,015 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2015-06-30
    13F 173,015 shares
    Change vs previous 13F -22,285 shares

    2% of the 13F portfolio, value $8,235,514.

    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 195,300 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $9,518,942.

    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).