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FMA ADVISORY INC: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FMA ADVISORY INC on XLK, newest first. How the timeline and the estimate are built.

FMA ADVISORY INC held 32,065 XLK shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 32,065 shares
    Change vs previous 13F -531 shares

    1.78% of the 13F portfolio, value $4,788,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 32,596 shares
    Change vs previous 13F -99 shares

    1.79% of the 13F portfolio, value $4,813,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 32,695 shares
    Change vs previous 13F -194 shares

    1.34% of the 13F portfolio, value $4,342,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 32,889 shares
    Change vs previous 13F +112 shares

    1.43% of the 13F portfolio, value $4,276,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 32,777 shares
    Change vs previous 13F +788 shares

    1.52% of the 13F portfolio, value $3,825,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 31,989 shares
    Change vs previous 13F -116 shares

    1.5% of the 13F portfolio, value $3,343,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 32,105 shares
    Change vs previous 13F -1,154 shares

    1.4% of the 13F portfolio, value $2,580,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 33,259 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $3,049,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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