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Disclosery

Signify Wealth: XLP position timeline

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

Signify Wealth held 0 XLP shares at 2023-12-31 per its 13F-HR filed 2024-01-12.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -3,208 shares

    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).

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

  2. period ended2023-09-30
    13F 3,208 shares
    Change vs previous 13F -33,188 shares

    0.3% of the 13F portfolio, value $220,742.

    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).

  3. period ended2023-06-30
    13F 36,396 shares
    Change vs previous 13F -13,779 shares

    2.33% of the 13F portfolio, value $2,699,491.

    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).

  4. period ended2023-03-31
    13F 50,175 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $3,748,574.

    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).