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Disclosery

ParenteBeard Wealth Management, LLC: XLB position timeline

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

ParenteBeard Wealth Management, LLC held 0 XLB shares at 2014-06-30 per its 13F-HR filed 2014-07-23.

the latest 13F is the newest step

  1. period ended2014-06-30
    13F 0 shares
    Change vs previous 13F -5,671 shares

    13F-HR 0001515072-14-000003 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2014-03-31
    13F 5,671 shares
    Change vs previous 13F -1,146 shares

    0.13% of the 13F portfolio, value $268,115.

    13F-HR 0001515072-14-000002 filed by ParenteBeard 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 ended2013-12-31
    13F 6,817 shares
    Change vs previous 13F -789 shares

    0.12% of the 13F portfolio, value $315,000.

    13F-HR 0001515072-14-000001 filed by ParenteBeard 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 ended2013-09-30
    13F 7,606 shares
    Change vs previous 13F -154 shares

    0.16% of the 13F portfolio, value $320,000.

    13F-HR 0001515072-13-000008 filed by ParenteBeard 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 ended2013-06-30
    13F 7,760 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $298,000.

    13F-HR 0001515072-13-000007 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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