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Disclosery

SWARTHMORE GROUP INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWARTHMORE GROUP INC on XLE, newest first. How the timeline and the estimate are built.

SWARTHMORE GROUP INC held 0 XLE shares at 2021-06-30 per its 13F-HR filed 2021-08-09.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 0 shares
    Change vs previous 13F -90,494 shares

    13F-HR 0001062993-21-007192 filed by SWARTHMORE GROUP INC
    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 ended2021-03-31
    13F 90,494 shares
    Change vs previous 13F +83,094 shares

    1.21% of the 13F portfolio, value $4,440,000.

    13F-HR 0001062993-21-003875 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 7,400 shares
    Change vs previous 13F -83,725 shares

    1.07% of the 13F portfolio, value $280,000.

    13F-HR 0001062993-21-001003 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 91,125 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,729,000.

    13F-HR 0001062993-20-005079 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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