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TD Ameritrade Trust Co: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD Ameritrade Trust Co on XLE, newest first. How the timeline and the estimate are built.

TD Ameritrade Trust Co held 1,331 XLE shares at 2019-03-31 per its 13F-HR filed 2019-04-17.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 1,331 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $88,000.

    13F-HR 0001568219-19-000002 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 1,251 shares
    Change vs previous 13F -613 shares

    0.03% of the 13F portfolio, value $72,000.

    13F-HR 0001568219-19-000001 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 1,864 shares
    Change vs previous 13F -187 shares

    0.05% of the 13F portfolio, value $141,000.

    13F-HR 0001568219-18-000005 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 2,051 shares
    Change vs previous 13F +14 shares

    0.06% of the 13F portfolio, value $156,000.

    13F-HR 0001568219-18-000003 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 2,037 shares
    Change vs previous 13F +62 shares

    0.05% of the 13F portfolio, value $137,000.

    13F-HR 0001568219-18-000002 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 1,975 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $148,000.

    13F-HR 0001568219-18-000001 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 1,963 shares
    Change vs previous 13F -17,638 shares

    0.04% of the 13F portfolio, value $133,000.

    13F-HR 0001568219-17-000005 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 19,601 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,303,000.

    13F-HR 0001568219-17-000004 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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