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Alan B Lancz & Associates, Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alan B Lancz & Associates, Inc. on XLU, newest first. How the timeline and the estimate are built.

Alan B Lancz & Associates, Inc. held 4,950 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,950 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $224,433.

    13F-HR 0001765380-26-000339 filed by Alan B Lancz & Associates, Inc.
    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 4,950 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $227,156.

    13F-HR 0001765380-26-000154 filed by Alan B Lancz & Associates, Inc.
    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 4,950 shares
    Change vs previous 13F +2,100 shares

    0.19% of the 13F portfolio, value $211,316.

    13F-HR 0001897835-26-000001 filed by Alan B Lancz & Associates, Inc.
    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 2,850 shares
    Change vs previous 13F +2,850 shares

    0.22% of the 13F portfolio, value $248,549.

    13F-HR 0001765380-25-000497 filed by Alan B Lancz & Associates, Inc.
    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 0 shares
    Change vs previous 13F -2,709 shares

    13F-HR 0001897835-25-000003 filed by Alan B Lancz & Associates, Inc.
    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.

  6. period ended2025-03-31
    13F 2,709 shares
    Change vs previous 13F +4 shares

    0.23% of the 13F portfolio, value $213,628.

    13F-HR 0001897835-25-000002 filed by Alan B Lancz & Associates, Inc.
    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 2,705 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $204,738.

    13F-HR 0001897835-25-000001 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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