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WINTRUST INVESTMENTS LLC: XLE position timeline

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

WINTRUST INVESTMENTS LLC held 860 XLE shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 860 shares
    Change vs previous 13F -728 shares

    0.06% of the 13F portfolio, value $73,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 1,588 shares
    Change vs previous 13F -14,164 shares

    0.1% of the 13F portfolio, value $139,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 15,752 shares
    Change vs previous 13F -1,088 shares

    0.12% of the 13F portfolio, value $1,436,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 16,840 shares
    Change vs previous 13F +2,421 shares

    0.14% of the 13F portfolio, value $1,590,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 14,419 shares
    Change vs previous 13F -1,353 shares

    0.12% of the 13F portfolio, value $1,209,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 15,772 shares
    Change vs previous 13F -1,543 shares

    0.15% of the 13F portfolio, value $1,426,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 17,315 shares
    Change vs previous 13F +17,315 shares

    0.14% of the 13F portfolio, value $1,405,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    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.