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Disclosery

Parsec Financial Management, Inc.: XLU position timeline

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

Parsec Financial Management, Inc. held 38,049 XLU shares at 2023-03-31 per its 13F-HR filed 2023-04-06.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 38,049 shares
    Change vs previous 13F -4,179 shares

    0.11% of the 13F portfolio, value $2,575,550.

    13F-HR 0001349138-23-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 42,228 shares
    Change vs previous 13F -2,116 shares

    0.13% of the 13F portfolio, value $2,977,087.

    13F-HR 0001349138-23-000001 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 44,344 shares
    Change vs previous 13F -4,482 shares

    0.15% of the 13F portfolio, value $2,905,000.

    13F-HR 0001349138-22-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 48,826 shares
    Change vs previous 13F -4,698 shares

    0.17% of the 13F portfolio, value $3,424,000.

    13F-HR 0001349138-22-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 53,524 shares
    Change vs previous 13F -8,971 shares

    0.17% of the 13F portfolio, value $3,985,000.

    13F-HR 0001349138-22-000003 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 62,495 shares
    Change vs previous 13F -5,027 shares

    0.19% of the 13F portfolio, value $4,473,000.

    13F-HR 0001349138-22-000002 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 67,522 shares
    Change vs previous 13F -13,164 shares

    0.19% of the 13F portfolio, value $4,494,000.

    13F-HR 0001349138-21-000006 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 80,686 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,102,000.

    13F-HR 0001349138-21-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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