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Disclosery

Financial Architects, Inc: XLU position timeline

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

Financial Architects, Inc held 20,528 XLU shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 20,528 shares
    Change vs previous 13F -3,053 shares

    0.2% of the 13F portfolio, value $1,343,373.

    13F-HR 0001085146-23-003194 filed by Financial Architects, 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 23,581 shares
    Change vs previous 13F -8,563 shares

    0.26% of the 13F portfolio, value $1,596,170.

    13F-HR 0001085146-23-002307 filed by Financial Architects, 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 32,144 shares
    Change vs previous 13F -4,929 shares

    0.38% of the 13F portfolio, value $2,266,145.

    13F-HR 0001085146-23-000691 filed by Financial Architects, 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 37,073 shares
    Change vs previous 13F +37,073 shares

    0.42% of the 13F portfolio, value $2,429,000.

    13F-HR 0001085146-22-003981 filed by Financial Architects, 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 0 shares
    Change vs previous 13F -43,876 shares

    13F-HR 0001085146-22-002979 filed by Financial Architects, Inc
    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.

  6. period ended2022-03-31
    13F 43,876 shares
    Change vs previous 13F +14,443 shares

    0.47% of the 13F portfolio, value $3,267,000.

    13F-HR 0001085146-22-001737 filed by Financial Architects, 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 29,433 shares
    Change vs previous 13F -15,873 shares

    0.28% of the 13F portfolio, value $2,107,000.

    13F-HR 0001085146-22-000952 filed by Financial Architects, 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 45,306 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,894,000.

    13F-HR 0001085146-21-003139 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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