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Disclosery

Partnervest Advisory Services LLC: XLF position timeline

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

Partnervest Advisory Services LLC held 22,706 XLF shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 22,706 shares
    Change vs previous 13F -834 shares

    0.17% of the 13F portfolio, value $547,000.

    13F-HR 0001532516-20-000006 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 23,540 shares
    Change vs previous 13F +23,540 shares

    0.21% of the 13F portfolio, value $545,000.

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -86,350 shares

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services 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.

  4. period ended2019-12-31
    13F 86,350 shares
    Change vs previous 13F +69,025 shares

    0.98% of the 13F portfolio, value $2,658,000.

    13F-HR 0001085146-20-000381 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 17,325 shares
    Change vs previous 13F -6,753 shares

    0.17% of the 13F portfolio, value $485,000.

    13F-HR 0001085146-19-002863 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 24,078 shares
    Change vs previous 13F -9,721 shares

    0.26% of the 13F portfolio, value $665,000.

    13F-HR 0001085146-19-002141 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 33,799 shares
    Change vs previous 13F -2,806 shares

    0.36% of the 13F portfolio, value $869,000.

    13F-HR 0001085146-19-001449 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 36,605 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $872,000.

    13F-HR 0001085146-19-000298 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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