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Disclosery

Veritable, L.P.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Veritable, L.P. on XLU, newest first. How the timeline and the estimate are built.

Veritable, L.P. held 0 XLU shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -303,693 shares

    13F-HR 0001172661-23-003950 filed by Veritable, L.P.
    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 ended2023-06-30
    13F 303,693 shares
    Change vs previous 13F -12,437 shares

    0.32% of the 13F portfolio, value $19,873,670.

    13F-HR 0001172661-23-002839 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 316,130 shares
    Change vs previous 13F +9,331 shares

    0.37% of the 13F portfolio, value $21,398,862.

    13F-HR 0001172661-23-002078 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 306,799 shares
    Change vs previous 13F -2,999 shares

    0.39% of the 13F portfolio, value $21,629,341.

    13F-HR 0001172661-23-000994 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 309,798 shares
    Change vs previous 13F -6,805 shares

    0.39% of the 13F portfolio, value $20,295,000.

    13F-HR 0001172661-22-002411 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 316,603 shares
    Change vs previous 13F -12,255 shares

    0.4% of the 13F portfolio, value $22,203,000.

    13F-HR 0001172661-22-001962 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 328,858 shares
    Change vs previous 13F +11 shares

    0.38% of the 13F portfolio, value $24,487,000.

    13F-HR 0001172661-22-001233 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 328,847 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $23,539,000.

    13F-HR 0001172661-22-000537 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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