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Disclosery

3EDGE Asset Management, LP: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 3EDGE Asset Management, LP on XLU, newest first. How the timeline and the estimate are built.

3EDGE Asset Management, LP held 48,524 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,524 shares
    Change vs previous 13F +20,636 shares

    0.1% of the 13F portfolio, value $2,200,078.

    13F-HR 0001172661-26-002830 filed by 3EDGE Asset Management, LP
    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 27,888 shares
    Change vs previous 13F +5,342 shares

    0.06% of the 13F portfolio, value $1,280,509.

    13F-HR 0001172661-26-002231 filed by 3EDGE Asset Management, LP
    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 22,546 shares
    Change vs previous 13F +13,257 shares

    0.05% of the 13F portfolio, value $967,549.

    13F-HR 0001172661-26-000504 filed by 3EDGE Asset Management, LP
    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 9,289 shares
    Change vs previous 13F -220 shares

    0.05% of the 13F portfolio, value $809,010.

    13F-HR 0001172661-25-004511 filed by 3EDGE Asset Management, LP
    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 9,509 shares
    Change vs previous 13F -3,404 shares

    0.05% of the 13F portfolio, value $774,008.

    13F-HR 0001172661-25-002829 filed by 3EDGE Asset Management, LP
    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 12,913 shares
    Change vs previous 13F +257 shares

    0.07% of the 13F portfolio, value $1,008,456.

    13F-HR 0001172661-25-001554 filed by 3EDGE Asset Management, LP
    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 12,656 shares
    Change vs previous 13F +12,656 shares

    0.06% of the 13F portfolio, value $957,933.

    13F-HR 0001172661-25-000457 filed by 3EDGE Asset Management, LP
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001172661-24-004424 filed by 3EDGE Asset Management, LP
    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.