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Partnervest Advisory Services LLC: XLP position timeline

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

Partnervest Advisory Services LLC held 35,310 XLP 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 35,310 shares
    Change vs previous 13F +6,252 shares

    0.72% of the 13F portfolio, value $2,263,000.

    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 29,058 shares
    Change vs previous 13F -6,890 shares

    0.64% of the 13F portfolio, value $1,704,000.

    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 35,948 shares
    Change vs previous 13F +282 shares

    0.88% of the 13F portfolio, value $1,958,000.

    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).

  4. period ended2019-12-31
    13F 35,666 shares
    Change vs previous 13F -1,171 shares

    0.82% of the 13F portfolio, value $2,246,000.

    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 36,837 shares
    Change vs previous 13F -2,887 shares

    0.81% of the 13F portfolio, value $2,262,000.

    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 39,724 shares
    Change vs previous 13F -2,436 shares

    0.91% of the 13F portfolio, value $2,307,000.

    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 42,160 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,365,000.

    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).