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Disclosery

Leonetti & Associates, LLC: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leonetti & Associates, LLC on XYZ, newest first. How the timeline and the estimate are built.

Leonetti & Associates, LLC held 73,235 XYZ shares at 2018-12-31 per its 13F-HR filed 2019-02-19.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 73,235 shares
    Change vs previous 13F -175 shares

    1.51% of the 13F portfolio, value $4,108,000.

    13F-HR 0000950005-19-000002 filed by Leonetti & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-09-30
    13F 73,410 shares
    Change vs previous 13F -71,325 shares

    1.86% of the 13F portfolio, value $7,268,000.

    13F-HR 0000950005-18-000015 filed by Leonetti & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-06-30
    13F 144,735 shares
    Change vs previous 13F +27,720 shares

    2.42% of the 13F portfolio, value $8,921,000.

    13F-HR 0000950005-18-000013 filed by Leonetti & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-03-31
    13F 117,015 shares
    Change vs previous 13F -1,060 shares

    1.67% of the 13F portfolio, value $5,757,000.

    13F-HR 0000950005-18-000011 filed by Leonetti & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-12-31
    13F 118,075 shares
    Change vs previous 13F +6,150 shares

    1.1% of the 13F portfolio, value $4,094,000.

    13F-HR 0000950005-18-000008 filed by Leonetti & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-09-30
    13F 111,925 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,225,000.

    13F-HR 0000950005-17-000015 filed by Leonetti & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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