Skip to content
Disclosery

LUCAS CAPITAL MANAGEMENT: XLU position timeline

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

LUCAS CAPITAL MANAGEMENT held 13,460 XLU 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 13,460 shares
    Change vs previous 13F -1,500 shares

    0.99% of the 13F portfolio, value $844,000.

    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 14,960 shares
    Change vs previous 13F +200 shares

    1.19% of the 13F portfolio, value $888,000.

    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 14,760 shares
    Change vs previous 13F -2,388 shares

    1.14% of the 13F portfolio, value $833,000.

    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 17,148 shares
    Change vs previous 13F +1,821 shares

    1.44% of the 13F portfolio, value $950,000.

    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 15,327 shares
    Change vs previous 13F +17 shares

    1.17% of the 13F portfolio, value $990,000.

    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 15,310 shares
    Change vs previous 13F +16 shares

    1.26% of the 13F portfolio, value $991,000.

    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 15,294 shares
    Change vs previous 13F +17 shares

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

    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 15,277 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $889,000.

    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).