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Disclosery

Signify Wealth: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Signify Wealth on XLI, newest first. How the timeline and the estimate are built.

Signify Wealth held 0 XLI shares at 2024-03-31 per its 13F-HR filed 2024-04-25.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -3,675 shares

    13F-HR 0001769062-24-000002 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 3,675 shares
    Change vs previous 13F +1,409 shares

    0.63% of the 13F portfolio, value $418,913.

    13F-HR 0001769062-24-000001 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 2,266 shares
    Change vs previous 13F -26,958 shares

    0.31% of the 13F portfolio, value $229,727.

    13F-HR 0001769062-23-000005 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 29,224 shares
    Change vs previous 13F -6,734 shares

    2.7% of the 13F portfolio, value $3,136,320.

    13F-HR 0001769062-23-000004 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 35,958 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $3,638,230.

    13F-HR 0001769062-23-000003 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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