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1 NORTH WEALTH SERVICES LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1 NORTH WEALTH SERVICES LLC on XLU, newest first. How the timeline and the estimate are built.

1 NORTH WEALTH SERVICES LLC held 97,733 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,733 shares
    Change vs previous 13F +4,346 shares

    1.45% of the 13F portfolio, value $4,431,207.

    13F-HR 0001641761-26-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 93,387 shares
    Change vs previous 13F +1,291 shares

    1.55% of the 13F portfolio, value $4,285,522.

    13F-HR 0001641761-26-000002 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 92,096 shares
    Change vs previous 13F +46,390 shares

    1.38% of the 13F portfolio, value $3,931,571.

    13F-HR 0001641761-26-000001 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 45,706 shares
    Change vs previous 13F -780 shares

    1.63% of the 13F portfolio, value $3,986,006.

    13F-HR 0001641761-25-000008 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,486 shares
    Change vs previous 13F +5,250 shares

    1.51% of the 13F portfolio, value $3,796,086.

    13F-HR 0001641761-25-000005 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,236 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,251,496.

    13F-HR 0001641761-25-000004 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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