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Disclosery

Financial Architects, Inc: XLY position timeline

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

Financial Architects, Inc held 3,456 XLY 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 3,456 shares
    Change vs previous 13F -226 shares

    0.09% of the 13F portfolio, value $586,864.

    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 3,682 shares
    Change vs previous 13F -20 shares

    0.09% of the 13F portfolio, value $550,607.

    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 3,702 shares
    Change vs previous 13F -250 shares

    0.08% of the 13F portfolio, value $478,150.

    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 3,952 shares
    Change vs previous 13F +3,952 shares

    0.1% of the 13F portfolio, value $563,000.

    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 -13,311 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 13,311 shares
    Change vs previous 13F -3,890 shares

    0.35% of the 13F portfolio, value $2,463,000.

    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 17,201 shares
    Change vs previous 13F +2,218 shares

    0.48% of the 13F portfolio, value $3,517,000.

    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 14,983 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,689,000.

    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).