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Disclosery

Weatherstone Capital Management: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weatherstone Capital Management on XLV, newest first. How the timeline and the estimate are built.

Weatherstone Capital Management held 4,683 XLV shares at 2019-03-31 per its 13F-HR filed 2019-04-16.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 4,683 shares
    Change vs previous 13F -6,538 shares

    0.46% of the 13F portfolio, value $430,000.

    13F-HR 0001535578-19-000004 filed by Weatherstone Capital Management
    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/A 11,221 shares
    Change vs previous 13F +8,090 shares

    0.26% of the 13F portfolio, value $1,036,000.

    13F-HR 0001535578-19-000002 filed by Weatherstone Capital Management
    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 3,131 shares
    Change vs previous 13F +3,131 shares

    0.23% of the 13F portfolio, value $298,000.

    13F-HR 0001535578-18-000005 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-03-31
    13F 0 shares
    Change vs previous 13F -9,225 shares

    13F-HR 0001535578-18-000003 filed by Weatherstone Capital Management
    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.

  5. period ended2017-12-31
    13F 9,225 shares
    Change vs previous 13F -1,170 shares

    0.51% of the 13F portfolio, value $763,000.

    13F-HR 0001535578-18-000001 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-09-30
    13F 10,395 shares
    Change vs previous 13F -535 shares

    0.58% of the 13F portfolio, value $850,000.

    13F-HR 0001535578-17-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-06-30
    13F 10,930 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $866,000.

    13F-HR 0001535578-17-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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