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Disclosery

ALERUS FINANCIAL NA: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALERUS FINANCIAL NA on XLU, newest first. How the timeline and the estimate are built.

ALERUS FINANCIAL NA held 63,471 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,471 shares
    Change vs previous 13F -41,816 shares

    0.13% of the 13F portfolio, value $2,877,775.

    13F-HR 0000919458-26-000003 filed by ALERUS FINANCIAL NA
    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 105,287 shares
    Change vs previous 13F -23,925 shares

    0.24% of the 13F portfolio, value $4,831,620.

    13F-HR 0000919458-26-000002 filed by ALERUS FINANCIAL NA
    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 129,212 shares
    Change vs previous 13F +63,680 shares

    0.27% of the 13F portfolio, value $5,516,060.

    13F-HR 0000919458-26-000001 filed by ALERUS FINANCIAL NA
    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 65,532 shares
    Change vs previous 13F +2,456 shares

    0.29% of the 13F portfolio, value $5,715,046.

    13F-HR 0000919458-25-000007 filed by ALERUS FINANCIAL NA
    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 63,076 shares
    Change vs previous 13F +58,140 shares

    0.37% of the 13F portfolio, value $5,150,786.

    13F-HR 0000919458-25-000003 filed by ALERUS FINANCIAL NA
    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 4,936 shares
    Change vs previous 13F -1,013 shares

    0.03% of the 13F portfolio, value $389,204.

    13F-HR 0000919458-25-000002 filed by ALERUS FINANCIAL NA
    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 5,949 shares
    Change vs previous 13F -34,530 shares

    0.03% of the 13F portfolio, value $450,281.

    13F-HR 0000919458-25-000001 filed by ALERUS FINANCIAL NA
    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 40,479 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,269,908.

    13F-HR 0000919458-24-000005 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

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