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Disclosery

COHEN LAWRENCE B: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COHEN LAWRENCE B on XLU, newest first. How the timeline and the estimate are built.

COHEN LAWRENCE B held 0 XLU shares at 2023-09-30 per its 13F-HR filed 2023-10-23.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -19,336 shares

    13F-HR 0001324022-23-000006 filed by COHEN LAWRENCE B
    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 ended2023-06-30
    13F 19,336 shares
    Change vs previous 13F -797 shares

    0.81% of the 13F portfolio, value $1,265,348.

    13F-HR 0001324022-23-000003 filed by COHEN LAWRENCE B
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 20,133 shares
    Change vs previous 13F +1,970 shares

    0.91% of the 13F portfolio, value $1,362,803.

    13F-HR 0001324022-23-000002 filed by COHEN LAWRENCE B
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 18,163 shares
    Change vs previous 13F +1,533 shares

    0.67% of the 13F portfolio, value $1,280,492.

    13F-HR 0001324022-23-000001 filed by COHEN LAWRENCE B
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F/A 16,630 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,089,000.

    13F-HR/A 0001324022-22-000009 filed by COHEN LAWRENCE B
    Filed (acceptance time not in the bulk data set), ingested

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