Skip to content
Disclosery

DFPG INVESTMENTS, LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DFPG INVESTMENTS, LLC on XLP, newest first. How the timeline and the estimate are built.

DFPG INVESTMENTS, LLC held 0 XLP shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -7,671 shares

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    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 ended2023-09-30
    13F 7,671 shares
    Change vs previous 13F -5,545 shares

    0.05% of the 13F portfolio, value $525,288.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 13,216 shares
    Change vs previous 13F -206,904 shares

    0.09% of the 13F portfolio, value $987,625.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 220,120 shares
    Change vs previous 13F +43,895 shares

    1.77% of the 13F portfolio, value $16,445,183.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 176,225 shares
    Change vs previous 13F +169,122 shares

    2.18% of the 13F portfolio, value $13,213,367.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 7,103 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $489,000.

    13F-HR 0001085146-22-003571 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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