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Agate Pass Investment Management, LLC: XLU position timeline

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

Agate Pass Investment Management, LLC held 9,582 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,582 shares
    Change vs previous 13F -534 shares

    0.16% of the 13F portfolio, value $434,448.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, 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 10,116 shares
    Change vs previous 13F +1,218 shares

    0.18% of the 13F portfolio, value $464,223.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, 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 8,898 shares
    Change vs previous 13F +4,372 shares

    0.14% of the 13F portfolio, value $379,856.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment Management, 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 4,526 shares
    Change vs previous 13F +202 shares

    0.15% of the 13F portfolio, value $394,712.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment Management, 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 4,324 shares
    Change vs previous 13F -63 shares

    0.14% of the 13F portfolio, value $353,098.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment Management, 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 4,387 shares
    Change vs previous 13F +77 shares

    0.15% of the 13F portfolio, value $345,915.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment Management, LLC
    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 4,310 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $326,224.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, LLC
    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 4,310 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $348,162.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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