DAVIDSON & GARRARD INC: XLU position timeline

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

DAVIDSON & GARRARD INC held 6,635 XLU shares at 2017-09-30 per its 13F-HR filed 2017-11-07.

the latest 13F is the newest step

period ended2017-09-30
13F 6,635 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $352,000.
13F-HR 0001082482-17-000004 filed by DAVIDSON & GARRARD INC
Filed 2017-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2017-06-30
13F 6,635 shares
Change vs previous 13F +100 shares
0.08% of the 13F portfolio, value $345,000.
13F-HR 0001082482-17-000003 filed by DAVIDSON & GARRARD INC
Filed 2017-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2017-03-31
13F 6,535 shares
Change vs previous 13F -330 shares
0.08% of the 13F portfolio, value $335,000.
13F-HR 0001082482-17-000002 filed by DAVIDSON & GARRARD INC
Filed 2017-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2016-12-31
13F 6,865 shares
Change vs previous 13F -1,061 shares
0.08% of the 13F portfolio, value $333,000.
13F-HR 0001082482-17-000001 filed by DAVIDSON & GARRARD INC
Filed 2017-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2016-09-30
13F 7,926 shares
Change vs previous 13F +168 shares
0.1% of the 13F portfolio, value $388,000.
13F-HR 0001082482-16-000008 filed by DAVIDSON & GARRARD INC
Filed 2016-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2016-06-30
13F 7,758 shares
Change vs previous 13F +1,341 shares
0.1% of the 13F portfolio, value $407,000.
13F-HR 0001082482-16-000007 filed by DAVIDSON & GARRARD INC
Filed 2016-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2016-03-31
13F 6,417 shares
Change vs previous 13F -120 shares
0.08% of the 13F portfolio, value $318,000.
13F-HR 0001082482-16-000006 filed by DAVIDSON & GARRARD INC
Filed 2016-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2015-12-31
13F 6,537 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $283,000.
13F-HR 0001082482-16-000005 filed by DAVIDSON & GARRARD INC
Filed 2016-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC
Acceptance time not in the bulk data set (spec §4.2).