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Carmichael Hill & Associates, Inc.: XLU position timeline

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

Carmichael Hill & Associates, Inc. held 1,658 XLU 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 1,658 shares
    Change vs previous 13F +966 shares

    0.05% of the 13F portfolio, value $133,949.

    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 692 shares
    Change vs previous 13F -425 shares

    0.02% of the 13F portfolio, value $47,139.

    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 1,117 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $73,309.

    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 1,114 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $70,519.

    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 1,110 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $65,407.

    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 1,107 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $72,428.

    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 1,104 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $74,708.

    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 1,180 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $83,178.

    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).