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Spruce Investment Advisors LLC: XLP position timeline

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

Spruce Investment Advisors LLC held 13,138 XLP 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 13,138 shares
    Change vs previous 13F -1,112 shares

    1.54% of the 13F portfolio, value $747,000.

    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 14,250 shares
    Change vs previous 13F -113 shares

    1.48% of the 13F portfolio, value $769,000.

    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 14,363 shares
    Change vs previous 13F -23,110 shares

    1.4% of the 13F portfolio, value $789,000.

    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 37,473 shares
    Change vs previous 13F -11,338 shares

    2.36% of the 13F portfolio, value $2,045,000.

    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 48,811 shares
    Change vs previous 13F -18,868 shares

    1.96% of the 13F portfolio, value $2,524,000.

    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 67,679 shares
    Change vs previous 13F -13,550 shares

    2.27% of the 13F portfolio, value $3,601,000.

    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 81,229 shares
    Change vs previous 13F -48,788 shares

    2.55% of the 13F portfolio, value $4,480,000.

    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 130,017 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $6,899,000.

    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).