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Disclosery

InterOcean Capital, LLC: XLU position timeline

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

InterOcean Capital, LLC held 5,039 XLU shares at 2020-06-30 per its 13F-HR filed 2020-08-13.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 5,039 shares
    Change vs previous 13F -565 shares

    0.02% of the 13F portfolio, value $284,000.

    13F-HR 0001537703-20-000003 filed by InterOcean Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-03-31
    13F 5,604 shares
    Change vs previous 13F -2,060 shares

    0.03% of the 13F portfolio, value $311,000.

    13F-HR 0001537703-20-000002 filed by InterOcean Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-12-31
    13F 7,664 shares
    Change vs previous 13F +700 shares

    0.04% of the 13F portfolio, value $495,000.

    13F-HR 0001537703-20-000001 filed by InterOcean Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-09-30
    13F 6,964 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $451,000.

    13F-HR 0001537703-19-000004 filed by InterOcean Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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