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LUCAS CAPITAL MANAGEMENT: XLP position timeline

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

LUCAS CAPITAL MANAGEMENT held 24,628 XLP 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 24,628 shares
    Change vs previous 13F +237 shares

    1.94% of the 13F portfolio, value $1,661,000.

    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 24,391 shares
    Change vs previous 13F +4,150 shares

    2.09% of the 13F portfolio, value $1,563,000.

    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 20,241 shares
    Change vs previous 13F -3,900 shares

    1.62% of the 13F portfolio, value $1,187,000.

    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 24,141 shares
    Change vs previous 13F +2,250 shares

    1.99% of the 13F portfolio, value $1,315,000.

    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 21,891 shares
    Change vs previous 13F -75 shares

    1.63% of the 13F portfolio, value $1,379,000.

    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 21,966 shares
    Change vs previous 13F +3,741 shares

    1.72% of the 13F portfolio, value $1,349,000.

    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 18,225 shares
    Change vs previous 13F +1,975 shares

    1.25% of the 13F portfolio, value $1,058,000.

    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 16,250 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $912,000.

    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).