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Endurance Wealth Management, Inc.: XLP position timeline

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

Endurance Wealth Management, Inc. held 10,114 XLP shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 10,114 shares
    Change vs previous 13F +100 shares

    0.1% of the 13F portfolio, value $750,000.

    13F-HR 0000950123-23-007014 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 10,014 shares
    Change vs previous 13F +141 shares

    0.11% of the 13F portfolio, value $748,000.

    13F-HR 0000950123-23-003571 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 9,873 shares
    Change vs previous 13F +573 shares

    0.11% of the 13F portfolio, value $736,000.

    13F-HR 0000950123-23-000616 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 9,300 shares
    Change vs previous 13F +25 shares

    0.1% of the 13F portfolio, value $621,000.

    13F-HR 0000950123-22-010374 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 9,275 shares
    Change vs previous 13F +345 shares

    0.1% of the 13F portfolio, value $669,000.

    13F-HR 0000950123-22-007284 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 8,930 shares
    Change vs previous 13F -66,655 shares

    0.09% of the 13F portfolio, value $678,000.

    13F-HR 0000950123-22-004138 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 75,585 shares
    Change vs previous 13F +775 shares

    0.63% of the 13F portfolio, value $5,828,000.

    13F-HR 0000950123-22-000327 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 74,810 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,150,000.

    13F-HR 0000950123-21-013646 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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