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Disclosery

Spruce Investment Advisors LLC: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spruce Investment Advisors LLC on XLB, newest first. How the timeline and the estimate are built.

Spruce Investment Advisors LLC held 12,037 XLB shares at 2017-12-31 per its 13F-HR filed 2018-02-14.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 12,037 shares
    Change vs previous 13F -1,289 shares

    1.5% of the 13F portfolio, value $729,000.

    13F-HR 0001172661-18-000594 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-09-30
    13F 13,326 shares
    Change vs previous 13F -612 shares

    1.46% of the 13F portfolio, value $757,000.

    13F-HR 0001172661-17-001916 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-06-30
    13F 13,938 shares
    Change vs previous 13F -17,792 shares

    1.33% of the 13F portfolio, value $750,000.

    13F-HR 0001172661-17-001488 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-03-31
    13F 31,730 shares
    Change vs previous 13F +19,282 shares

    1.92% of the 13F portfolio, value $1,663,000.

    13F-HR 0001172661-17-000979 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-12-31
    13F 12,448 shares
    Change vs previous 13F -7,866 shares

    0.48% of the 13F portfolio, value $619,000.

    13F-HR 0001172661-17-000288 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-09-30
    13F 20,314 shares
    Change vs previous 13F -3,622 shares

    0.61% of the 13F portfolio, value $970,000.

    13F-HR 0001172661-16-004147 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-06-30
    13F 23,936 shares
    Change vs previous 13F -16,699 shares

    0.63% of the 13F portfolio, value $1,109,000.

    13F-HR 0001172661-16-003635 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-03-31
    13F 40,635 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,821,000.

    13F-HR 0001172661-16-003214 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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