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Braver Wealth Management, LLC: XLV position timeline

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

Braver Wealth Management, LLC held 19,954 XLV 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 19,954 shares
    Change vs previous 13F +8,861 shares

    0.22% of the 13F portfolio, value $1,376,000.

    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 11,093 shares
    Change vs previous 13F +300 shares

    0.13% of the 13F portfolio, value $800,000.

    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 10,793 shares
    Change vs previous 13F -1,451 shares

    0.13% of the 13F portfolio, value $774,000.

    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 12,244 shares
    Change vs previous 13F +97 shares

    0.14% of the 13F portfolio, value $830,000.

    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 12,147 shares
    Change vs previous 13F -110,560 shares

    0.18% of the 13F portfolio, value $875,000.

    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 122,707 shares
    Change vs previous 13F -49,868 shares

    1.55% of the 13F portfolio, value $6,231,000.

    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 172,575 shares
    Change vs previous 13F -4,331 shares

    3.12% of the 13F portfolio, value $12,837,819.

    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 176,906 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $12,825,695.

    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).