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Disclosery

Investors Capital Advisory Services: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investors Capital Advisory Services on XLE, newest first. How the timeline and the estimate are built.

Investors Capital Advisory Services held 24,152 XLE shares at 2016-06-30 per its 13F-HR filed 2016-08-02.

the latest 13F is the newest step

  1. period ended2016-06-30
    13F 24,152 shares
    Change vs previous 13F +2,621 shares

    0.32% of the 13F portfolio, value $1,648,000.

    13F-HR 0001427271-16-000007 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-03-31
    13F 21,531 shares
    Change vs previous 13F -14,379 shares

    0.26% of the 13F portfolio, value $1,331,000.

    13F-HR 0001427271-16-000006 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-12-31
    13F 35,910 shares
    Change vs previous 13F +12,928 shares

    0.42% of the 13F portfolio, value $2,165,000.

    13F-HR 0001427271-16-000005 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-09-30
    13F 22,982 shares
    Change vs previous 13F -1,699 shares

    0.28% of the 13F portfolio, value $1,406,000.

    13F-HR 0001427271-15-000004 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-06-30
    13F 24,681 shares
    Change vs previous 13F +714 shares

    0.34% of the 13F portfolio, value $1,855,000.

    13F-HR 0001427271-15-000003 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-03-31
    13F 23,967 shares
    Change vs previous 13F +10,488 shares

    0.35% of the 13F portfolio, value $1,859,000.

    13F-HR 0001427271-15-000002 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-12-31
    13F 13,479 shares
    Change vs previous 13F +517 shares

    0.2% of the 13F portfolio, value $1,067,000.

    13F-HR 0001427271-15-000001 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-09-30
    13F 12,962 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,174,000.

    13F-HR 0001427271-14-000005 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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