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Disclosery

GUARDIAN CAPITAL ADVISORS LP: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN CAPITAL ADVISORS LP on XLE, newest first. How the timeline and the estimate are built.

GUARDIAN CAPITAL ADVISORS LP held 0 XLE shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -51,970 shares

    13F-HR 0001062993-24-010180 filed by GUARDIAN CAPITAL ADVISORS LP
    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.

  2. period ended2023-12-31
    13F 51,970 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $4,351,968.

    13F-HR 0001062993-24-002369 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 51,970 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,553,611.

    13F-HR 0001062993-23-020645 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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