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Disclosery

LifePro Asset Management: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePro Asset Management on XLB, newest first. How the timeline and the estimate are built.

LifePro Asset Management held 0 XLB shares at 2023-12-31 per its 13F-HR filed 2024-02-15.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -4,919 shares

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 4,919 shares
    Change vs previous 13F +518 shares

    0.32% of the 13F portfolio, value $386,422.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 4,401 shares
    Change vs previous 13F +945 shares

    0.28% of the 13F portfolio, value $364,728.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 3,456 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $268,462.

    13F-HR 0001213900-23-027056 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 3,456 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $268,462.

    13F-HR 0001213900-23-012050 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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