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LUCAS CAPITAL MANAGEMENT: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUCAS CAPITAL MANAGEMENT on XLI, newest first. How the timeline and the estimate are built.

LUCAS CAPITAL MANAGEMENT held 37,787 XLI shares at 2020-12-31 per its 13F-HR filed 2021-01-27.

the latest 13F is the newest step

  1. period ended2020-12-31
    13F 37,787 shares
    Change vs previous 13F -1,276 shares

    3.91% of the 13F portfolio, value $3,346,000.

    13F-HR 0001667731-21-000022 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-09-30
    13F 39,063 shares
    Change vs previous 13F +1,251 shares

    4.03% of the 13F portfolio, value $3,007,000.

    13F-HR 0001667731-20-000394 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-06-30
    13F 37,812 shares
    Change vs previous 13F -4,149 shares

    3.56% of the 13F portfolio, value $2,598,000.

    13F-HR 0001667731-20-000315 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-03-31
    13F 41,961 shares
    Change vs previous 13F -739 shares

    3.74% of the 13F portfolio, value $2,476,000.

    13F-HR 0001667731-20-000197 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-12-31
    13F 42,700 shares
    Change vs previous 13F +1,850 shares

    4.12% of the 13F portfolio, value $3,479,000.

    13F-HR 0001667731-20-000004 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-09-30
    13F 40,850 shares
    Change vs previous 13F +3,705 shares

    4.04% of the 13F portfolio, value $3,171,000.

    13F-HR 0001667731-19-000285 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-06-30
    13F 37,145 shares
    Change vs previous 13F +2,420 shares

    3.41% of the 13F portfolio, value $2,876,000.

    13F-HR 0001667731-19-000213 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-03-31
    13F 34,725 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $2,605,000.

    13F-HR 0001667731-19-000134 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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