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Disclosery

Dunvegan Associates, Inc.: XLP position timeline

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

Dunvegan Associates, Inc. held 66,749 XLP shares at 2015-12-31 per its 13F-HR filed 2017-04-28.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 66,749 shares
    Change vs previous 13F -1,133 shares

    3.96% of the 13F portfolio, value $3,370,000.

    13F-HR 0001214659-17-002793 filed by Dunvegan 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 ended2015-09-30
    13F 67,882 shares
    Change vs previous 13F +67,728 shares

    3.65% of the 13F portfolio, value $3,203,000.

    13F-HR 0001214659-17-002791 filed by Dunvegan 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 ended2015-06-30
    13F 154 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $7,000.

    13F-HR 0001214659-17-002789 filed by Dunvegan 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 ended2015-03-31
    13F 154 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $8,000.

    13F-HR 0001214659-17-002787 filed by Dunvegan 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 ended2014-12-31
    13F 154 shares
    Change vs previous 13F -266 shares

    0.01% of the 13F portfolio, value $7,000.

    13F-HR 0001214659-17-002783 filed by Dunvegan 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 ended2014-09-30
    13F 420 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $19,000.

    13F-HR 0001214659-17-002781 filed by Dunvegan 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 ended2014-06-30
    13F 420 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $19,000.

    13F-HR 0001214659-17-002779 filed by Dunvegan 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 ended2014-03-31
    13F 420 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,000.

    13F-HR 0001214659-17-002777 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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