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Disclosery

LADENBURG THALMANN FINANCIAL SERVICES INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LADENBURG THALMANN FINANCIAL SERVICES INC. on XLE, newest first. How the timeline and the estimate are built.

LADENBURG THALMANN FINANCIAL SERVICES INC. held 222,398 XLE shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 222,398 shares
    Change vs previous 13F +11,510 shares

    0.08% of the 13F portfolio, value $12,786,000.

    13F-HR 0001493152-20-002502 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 210,888 shares
    Change vs previous 13F +48,541 shares

    0.09% of the 13F portfolio, value $12,484,000.

    13F-HR 0001493152-19-017222 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 162,347 shares
    Change vs previous 13F +9,047 shares

    0.07% of the 13F portfolio, value $10,346,000.

    13F-HR 0001493152-19-012740 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 153,300 shares
    Change vs previous 13F -15,600 shares

    0.08% of the 13F portfolio, value $10,143,000.

    13F-HR 0001493152-19-007440 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 168,900 shares
    Change vs previous 13F -82,934 shares

    0.09% of the 13F portfolio, value $9,727,000.

    13F-HR 0001493152-19-002095 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 251,834 shares
    Change vs previous 13F +96,110 shares

    0.16% of the 13F portfolio, value $19,087,000.

    13F-HR 0001493152-18-016044 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 155,724 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $10,496,000.

    13F-HR 0001493152-18-012070 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 155,724 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,496,000.

    13F-HR 0001493152-18-007142 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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