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Disclosery

RAND WEALTH, LLC: XBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAND WEALTH, LLC on XBI, newest first. How the timeline and the estimate are built.

RAND WEALTH, LLC held 40,532 XBI shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 40,532 shares
    Change vs previous 13F -417 shares

    0.44% of the 13F portfolio, value $3,886,000.

    13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 40,949 shares
    Change vs previous 13F -1,882 shares

    0.44% of the 13F portfolio, value $3,898,000.

    13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 42,831 shares
    Change vs previous 13F -5,163 shares

    0.42% of the 13F portfolio, value $3,758,000.

    13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 47,994 shares
    Change vs previous 13F -559 shares

    0.45% of the 13F portfolio, value $4,073,000.

    13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 48,553 shares
    Change vs previous 13F -594 shares

    0.48% of the 13F portfolio, value $4,203,000.

    13F-HR 0001540141-17-000011 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 49,147 shares
    Change vs previous 13F +863 shares

    0.51% of the 13F portfolio, value $3,793,000.

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 48,284 shares
    Change vs previous 13F +8,679 shares

    0.4% of the 13F portfolio, value $3,348,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 39,605 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,344,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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