PacWest Financial Management Inc: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PacWest Financial Management Inc on XLI, newest first. How the timeline and the estimate are built.

PacWest Financial Management Inc held 3,370 XLI shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

period ended2016-12-31
13F 3,370 shares
Change vs previous 13F +3,370 shares
0.12% of the 13F portfolio, value $2,096,000.
13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
Filed 2017-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2016-03-31
13F 0 shares
Change vs previous 13F -3,805 shares
13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
Filed 2016-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2015-12-31
13F 3,805 shares
Change vs previous 13F +3,805 shares
0.14% of the 13F portfolio, value $202,000.
13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
Filed 2016-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2015-09-30
13F 0 shares
Change vs previous 13F -4,180 shares
13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
Filed 2015-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2015-06-30
13F 4,180 shares
Change vs previous 13F 0 shares
0.16% of the 13F portfolio, value $233,000.
13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
Filed 2015-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2015-03-31
13F 4,180 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $233,000.
13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
Filed 2015-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC
Acceptance time not in the bulk data set (spec §4.2).