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Disclosery

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX on XLY, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX held 14,982 XLY shares at 2019-12-31 per its 13F-HR filed 2020-02-11.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 14,982 shares
    Change vs previous 13F -775 shares

    0.49% of the 13F portfolio, value $1,879,000.

    13F-HR 0001079373-20-000001 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 15,757 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,902,000.

    13F-HR 0001079373-19-000004 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 15,757 shares
    Change vs previous 13F -60 shares

    0.53% of the 13F portfolio, value $1,878,000.

    13F-HR 0001079373-19-000003 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 15,817 shares
    Change vs previous 13F -65 shares

    0.52% of the 13F portfolio, value $1,801,000.

    13F-HR 0001079373-19-000002 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 15,882 shares
    Change vs previous 13F -325 shares

    0.5% of the 13F portfolio, value $1,572,000.

    13F-HR 0001079373-19-000001 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 16,207 shares
    Change vs previous 13F -135 shares

    0.53% of the 13F portfolio, value $1,900,000.

    13F-HR 0001079373-18-000005 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 16,342 shares
    Change vs previous 13F -1,485 shares

    0.54% of the 13F portfolio, value $1,786,000.

    13F-HR 0001079373-18-000003 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 17,827 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,806,000.

    13F-HR 0001079373-18-000002 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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