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Disclosery

Windhaven Investment Management, Inc.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windhaven Investment Management, Inc. on XLF, newest first. How the timeline and the estimate are built.

Windhaven Investment Management, Inc. held 1,459,736 XLF shares at 2018-03-31 per its 13F-HR filed 2018-05-11.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 1,459,736 shares
    Change vs previous 13F -36,633 shares

    0.52% of the 13F portfolio, value $40,245,000.

    13F-HR 0000950123-18-004885 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 1,496,369 shares
    Change vs previous 13F -55,466 shares

    0.53% of the 13F portfolio, value $41,764,000.

    13F-HR 0000950123-18-001378 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 1,551,835 shares
    Change vs previous 13F -49,461 shares

    0.51% of the 13F portfolio, value $40,130,000.

    13F-HR 0000950123-17-009929 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 1,601,296 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $39,504,000.

    13F-HR 0000950123-17-007355 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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