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Disclosery

Lyons Wealth Management, LLC.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lyons Wealth Management, LLC. on XLF, newest first. How the timeline and the estimate are built.

Lyons Wealth Management, LLC. held 9,329 XLF shares at 2019-12-31 per its 13F-HR filed 2020-02-13.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 9,329 shares
    Change vs previous 13F -439 shares

    0.84% of the 13F portfolio, value $286,000.

    13F-HR 0001085146-20-000626 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 9,768 shares
    Change vs previous 13F -380 shares

    0.71% of the 13F portfolio, value $274,000.

    13F-HR 0001085146-19-002825 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 10,148 shares
    Change vs previous 13F -507 shares

    0.67% of the 13F portfolio, value $281,000.

    13F-HR 0001085146-19-002261 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 10,655 shares
    Change vs previous 13F +310 shares

    0.78% of the 13F portfolio, value $278,000.

    13F-HR 0001085146-19-001520 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 10,345 shares
    Change vs previous 13F -1,674 shares

    0.83% of the 13F portfolio, value $247,000.

    13F-HR 0001085146-19-000507 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 12,019 shares
    Change vs previous 13F -639 shares

    0.67% of the 13F portfolio, value $332,000.

    13F-HR 0001085146-18-002561 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 12,658 shares
    Change vs previous 13F +237 shares

    0.49% of the 13F portfolio, value $337,000.

    13F-HR 0001085146-18-002014 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 12,421 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $344,000.

    13F-HR 0001085146-18-001267 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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