Skip to content
Disclosery

FMA ADVISORY INC: XLV position timeline

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

FMA ADVISORY INC held 3,109 XLV 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 3,109 shares
    Change vs previous 13F +54 shares

    0.15% of the 13F portfolio, value $396,000.

    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 3,055 shares
    Change vs previous 13F -8 shares

    0.14% of the 13F portfolio, value $385,000.

    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 3,063 shares
    Change vs previous 13F -107 shares

    0.11% of the 13F portfolio, value $358,000.

    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 3,170 shares
    Change vs previous 13F -170 shares

    0.12% of the 13F portfolio, value $360,000.

    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 3,340 shares
    Change vs previous 13F +52 shares

    0.14% of the 13F portfolio, value $352,000.

    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 3,288 shares
    Change vs previous 13F -8 shares

    0.15% of the 13F portfolio, value $329,000.

    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 3,296 shares
    Change vs previous 13F -328 shares

    0.16% of the 13F portfolio, value $292,000.

    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 3,624 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $369,000.

    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).