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Disclosery

LADENBURG THALMANN FINANCIAL SERVICES INC.: XLU position timeline

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

LADENBURG THALMANN FINANCIAL SERVICES INC. held 308,934 XLU 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 308,934 shares
    Change vs previous 13F -253,940 shares

    0.12% of the 13F portfolio, value $19,744,000.

    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 562,874 shares
    Change vs previous 13F +259,812 shares

    0.25% of the 13F portfolio, value $36,440,000.

    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 303,062 shares
    Change vs previous 13F +53,480 shares

    0.13% of the 13F portfolio, value $18,069,000.

    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 249,582 shares
    Change vs previous 13F -177,748 shares

    0.11% of the 13F portfolio, value $14,518,000.

    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 427,330 shares
    Change vs previous 13F +269,360 shares

    0.2% of the 13F portfolio, value $22,590,000.

    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 157,970 shares
    Change vs previous 13F +14,159 shares

    0.07% of the 13F portfolio, value $8,317,000.

    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 143,811 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $7,266,000.

    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 143,811 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,266,000.

    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).