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LUCAS CAPITAL MANAGEMENT: XLY position timeline

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

LUCAS CAPITAL MANAGEMENT held 13,057 XLY 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 13,057 shares
    Change vs previous 13F -2,088 shares

    2.45% of the 13F portfolio, value $2,099,000.

    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 15,145 shares
    Change vs previous 13F +2,030 shares

    2.98% of the 13F portfolio, value $2,226,000.

    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 13,115 shares
    Change vs previous 13F -1,975 shares

    2.29% of the 13F portfolio, value $1,675,000.

    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 15,090 shares
    Change vs previous 13F +400 shares

    2.24% of the 13F portfolio, value $1,480,000.

    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 14,690 shares
    Change vs previous 13F -225 shares

    2.18% of the 13F portfolio, value $1,842,000.

    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 14,915 shares
    Change vs previous 13F +1,265 shares

    2.29% of the 13F portfolio, value $1,800,000.

    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 13,650 shares
    Change vs previous 13F +375 shares

    1.93% of the 13F portfolio, value $1,627,000.

    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 13,275 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $1,511,000.

    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).