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SAN FRANCISCO SENTRY INVESTMENT GROUP (CA): XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) on XLU, newest first. How the timeline and the estimate are built.

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) held 1,384 XLU shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 1,384 shares
    Change vs previous 13F -426 shares

    0.05% of the 13F portfolio, value $88,000.

    13F-HR 0001540142-21-000007 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 1,810 shares
    Change vs previous 13F -895 shares

    0.05% of the 13F portfolio, value $116,000.

    13F-HR 0001540142-21-000004 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 2,705 shares
    Change vs previous 13F -7,165 shares

    0.08% of the 13F portfolio, value $170,000.

    13F-HR 0001540142-21-000002 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 9,870 shares
    Change vs previous 13F +200 shares

    0.3% of the 13F portfolio, value $586,000.

    13F-HR 0001540142-20-000008 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 9,670 shares
    Change vs previous 13F -49,939 shares

    0.29% of the 13F portfolio, value $546,000.

    13F-HR 0001540142-20-000006 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 59,609 shares
    Change vs previous 13F +3,549 shares

    2.1% of the 13F portfolio, value $3,303,000.

    13F-HR 0001540142-20-000004 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 56,060 shares
    Change vs previous 13F +64 shares

    1.68% of the 13F portfolio, value $3,623,000.

    13F-HR 0001540142-20-000002 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 55,996 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,625,000.

    13F-HR 0001540142-19-000010 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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