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Endurance Wealth Management, Inc.: XLY position timeline

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

Endurance Wealth Management, Inc. held 5,788 XLY 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 5,788 shares
    Change vs previous 13F +60 shares

    0.13% of the 13F portfolio, value $983,000.

    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 5,728 shares
    Change vs previous 13F -29 shares

    0.12% of the 13F portfolio, value $857,000.

    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 5,757 shares
    Change vs previous 13F +309 shares

    0.11% of the 13F portfolio, value $744,000.

    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 5,448 shares
    Change vs previous 13F -35 shares

    0.13% of the 13F portfolio, value $776,000.

    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 5,483 shares
    Change vs previous 13F +35 shares

    0.11% of the 13F portfolio, value $754,000.

    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 5,448 shares
    Change vs previous 13F -295 shares

    0.13% of the 13F portfolio, value $1,008,000.

    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 5,743 shares
    Change vs previous 13F +240 shares

    0.13% of the 13F portfolio, value $1,174,000.

    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 5,503 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $988,000.

    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).