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Spruce Investment Advisors LLC: XLK position timeline

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

Spruce Investment Advisors LLC held 33,724 XLK 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 33,724 shares
    Change vs previous 13F -6,862 shares

    4.45% of the 13F portfolio, value $2,157,000.

    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 40,586 shares
    Change vs previous 13F -1,065 shares

    4.63% of the 13F portfolio, value $2,399,000.

    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 41,651 shares
    Change vs previous 13F -32,875 shares

    4.03% of the 13F portfolio, value $2,279,000.

    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 74,526 shares
    Change vs previous 13F -51,779 shares

    4.58% of the 13F portfolio, value $3,973,000.

    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 126,305 shares
    Change vs previous 13F -52,223 shares

    4.74% of the 13F portfolio, value $6,108,000.

    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 178,528 shares
    Change vs previous 13F -28,441 shares

    5.37% of the 13F portfolio, value $8,530,000.

    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 206,969 shares
    Change vs previous 13F -130,908 shares

    5.1% of the 13F portfolio, value $8,976,000.

    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 337,877 shares
    Change vs previous 13F not available

    9.24% of the 13F portfolio, value $14,988,000.

    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).