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Disclosery

Rikoon Group, LLC: XLP position timeline

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

Rikoon Group, LLC held 23,310 XLP shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 23,310 shares
    Change vs previous 13F +492 shares

    0.42% of the 13F portfolio, value $1,592,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 22,818 shares
    Change vs previous 13F +1,316 shares

    0.43% of the 13F portfolio, value $1,539,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 21,502 shares
    Change vs previous 13F +1,068 shares

    0.43% of the 13F portfolio, value $1,378,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 20,434 shares
    Change vs previous 13F +974 shares

    0.4% of the 13F portfolio, value $1,198,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 19,460 shares
    Change vs previous 13F +1,059 shares

    0.44% of the 13F portfolio, value $1,060,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 18,401 shares
    Change vs previous 13F +803 shares

    0.4% of the 13F portfolio, value $1,159,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 17,598 shares
    Change vs previous 13F +1,966 shares

    0.4% of the 13F portfolio, value $1,081,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 15,632 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $908,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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