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Disclosery

1ST SOURCE BANK: XLU position timeline

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

1ST SOURCE BANK held 33,355 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,355 shares
    Change vs previous 13F -17,395 shares

    0.07% of the 13F portfolio, value $1,512,316.

    13F-HR 0000356264-26-000010 filed by 1ST SOURCE BANK
    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 50,750 shares
    Change vs previous 13F +14,676 shares

    0.12% of the 13F portfolio, value $2,328,918.

    13F-HR 0000356264-26-000004 filed by 1ST SOURCE BANK
    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 36,074 shares
    Change vs previous 13F +18,202 shares

    0.08% of the 13F portfolio, value $1,539,999.

    13F-HR 0000356264-26-000002 filed by 1ST SOURCE BANK
    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 17,872 shares
    Change vs previous 13F -903 shares

    0.08% of the 13F portfolio, value $1,558,617.

    13F-HR 0000356264-25-000016 filed by 1ST SOURCE BANK
    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 18,775 shares
    Change vs previous 13F -1,592 shares

    0.08% of the 13F portfolio, value $1,533,167.

    13F-HR 0000356264-25-000012 filed by 1ST SOURCE BANK
    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 20,367 shares
    Change vs previous 13F +91 shares

    0.09% of the 13F portfolio, value $1,605,938.

    13F-HR 0000356264-25-000005 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,276 shares
    Change vs previous 13F -169 shares

    0.09% of the 13F portfolio, value $1,534,691.

    13F-HR 0000356264-25-000003 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,445 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,651,547.

    13F-HR 0000356264-24-000020 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

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