PORTOLA GROUP INC /CA: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PORTOLA GROUP INC /CA on XLU, newest first. How the timeline and the estimate are built.

PORTOLA GROUP INC /CA held 24,000 XLU shares at 2015-06-30 per its 13F-HR filed 2015-07-17.

the latest 13F is the newest step

period ended2015-06-30
13F 24,000 shares
Change vs previous 13F -2,600 shares
1.32% of the 13F portfolio, value $995,000.
13F-HR 0000883724-15-000010 filed by PORTOLA GROUP INC /CA
Filed 2015-07-17 (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 26,600 shares
Change vs previous 13F -1,450 shares
1.46% of the 13F portfolio, value $1,182,000.
13F-HR 0000883724-15-000009 filed by PORTOLA GROUP INC /CA
Filed 2015-04-09 (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).
period ended2014-12-31
13F 28,050 shares
Change vs previous 13F not available
1.48% of the 13F portfolio, value $1,325,000.
13F-HR 0000883724-15-000005 filed by PORTOLA GROUP INC /CA
Filed 2015-03-02 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC
Acceptance time not in the bulk data set (spec §4.2).