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Disclosery

Carmichael Hill & Associates, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmichael Hill & Associates, Inc. on XLE, newest first. How the timeline and the estimate are built.

Carmichael Hill & Associates, Inc. held 9,725 XLE shares at 2024-09-30 per its 13F-HR filed 2024-10-29.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 9,725 shares
    Change vs previous 13F +364 shares

    0.32% of the 13F portfolio, value $853,879.

    13F-HR 0001730295-24-000008 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 9,361 shares
    Change vs previous 13F -1,537 shares

    0.35% of the 13F portfolio, value $853,220.

    13F-HR 0001730295-24-000006 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 10,898 shares
    Change vs previous 13F -446 shares

    0.42% of the 13F portfolio, value $1,028,860.

    13F-HR 0001730295-24-000004 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 11,344 shares
    Change vs previous 13F +280 shares

    0.42% of the 13F portfolio, value $951,078.

    13F-HR 0001730295-24-000002 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 11,064 shares
    Change vs previous 13F -113 shares

    0.49% of the 13F portfolio, value $1,000,060.

    13F-HR 0001730295-23-000008 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 11,177 shares
    Change vs previous 13F -226 shares

    0.43% of the 13F portfolio, value $907,248.

    13F-HR 0001730295-23-000006 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 11,403 shares
    Change vs previous 13F -336 shares

    0.48% of the 13F portfolio, value $944,518.

    13F-HR 0001730295-23-000004 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 11,739 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,026,777.

    13F-HR 0001730295-23-000002 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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