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LUCAS CAPITAL MANAGEMENT: XLV position timeline

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

LUCAS CAPITAL MANAGEMENT held 18,203 XLV 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 18,203 shares
    Change vs previous 13F -441 shares

    2.41% of the 13F portfolio, value $2,065,000.

    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 18,644 shares
    Change vs previous 13F -2,901 shares

    2.63% of the 13F portfolio, value $1,967,000.

    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 21,545 shares
    Change vs previous 13F -5,583 shares

    2.95% of the 13F portfolio, value $2,156,000.

    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 27,128 shares
    Change vs previous 13F +2,675 shares

    3.63% of the 13F portfolio, value $2,403,000.

    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 24,453 shares
    Change vs previous 13F +35 shares

    2.95% of the 13F portfolio, value $2,491,000.

    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 24,418 shares
    Change vs previous 13F +5,655 shares

    2.81% of the 13F portfolio, value $2,201,000.

    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 18,763 shares
    Change vs previous 13F +3,425 shares

    2.06% of the 13F portfolio, value $1,738,000.

    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 15,338 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,407,000.

    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).