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Disclosery

HM Capital Management, LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HM Capital Management, LLC on XLF, newest first. How the timeline and the estimate are built.

HM Capital Management, LLC held 71,554 XLF shares at 2022-09-30 per its 13F-HR filed 2022-11-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 71,554 shares
    Change vs previous 13F -763 shares

    1.3% of the 13F portfolio, value $2,172,000.

    13F-HR 0001085146-22-003805 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 72,317 shares
    Change vs previous 13F -39,031 shares

    1.27% of the 13F portfolio, value $2,274,000.

    13F-HR 0001085146-22-002883 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 111,348 shares
    Change vs previous 13F +7,360 shares

    1.55% of the 13F portfolio, value $4,267,000.

    13F-HR 0001085146-22-001997 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 103,988 shares
    Change vs previous 13F +409 shares

    1.55% of the 13F portfolio, value $4,061,000.

    13F-HR 0001085146-22-000413 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 103,579 shares
    Change vs previous 13F -3,443 shares

    1.69% of the 13F portfolio, value $3,887,000.

    13F-HR 0001085146-21-002887 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 107,022 shares
    Change vs previous 13F +2,547 shares

    1.72% of the 13F portfolio, value $3,927,000.

    13F-HR 0001085146-21-002258 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 104,475 shares
    Change vs previous 13F +3,325 shares

    1.65% of the 13F portfolio, value $3,557,000.

    13F-HR 0001085146-21-001337 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 101,150 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,982,000.

    13F-HR 0001085146-21-000191 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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