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PRIO WEALTH LIMITED PARTNERSHIP: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on XLF, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 90,730 XLF shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 90,730 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $4,111,884.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 90,730 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,729,911.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 90,730 shares
    Change vs previous 13F -20 shares

    0.11% of the 13F portfolio, value $3,821,547.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 90,750 shares
    Change vs previous 13F -14,490 shares

    0.12% of the 13F portfolio, value $3,412,200.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 105,240 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,490,811.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 105,240 shares
    Change vs previous 13F -42,000 shares

    0.13% of the 13F portfolio, value $3,547,641.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 147,240 shares
    Change vs previous 13F -3,000 shares

    0.18% of the 13F portfolio, value $4,733,766.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 150,240 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,138,208.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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