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Allred Capital Management, LLC: XLU position timeline

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

Allred Capital Management, LLC held 22,771 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,771 shares
    Change vs previous 13F -30 shares

    0.34% of the 13F portfolio, value $1,032,437.

    13F-HR 0001172661-26-003343 filed by Allred Capital 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 22,801 shares
    Change vs previous 13F +112 shares

    0.38% of the 13F portfolio, value $1,046,338.

    13F-HR 0001172661-26-001821 filed by Allred Capital 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 22,689 shares
    Change vs previous 13F +10,560 shares

    0.35% of the 13F portfolio, value $968,593.

    13F-HR 0001172661-26-000564 filed by Allred Capital 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 12,129 shares
    Change vs previous 13F -2,247 shares

    0.37% of the 13F portfolio, value $1,057,770.

    13F-HR 0001172661-25-004761 filed by Allred Capital 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 14,376 shares
    Change vs previous 13F +12 shares

    0.44% of the 13F portfolio, value $1,173,944.

    13F-HR 0001172661-25-003443 filed by Allred Capital 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 14,364 shares
    Change vs previous 13F -869 shares

    0.45% of the 13F portfolio, value $1,132,601.

    13F-HR 0001172661-25-002409 filed by Allred Capital 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 15,233 shares
    Change vs previous 13F +6,276 shares

    0.45% of the 13F portfolio, value $1,152,961.

    13F-HR 0001172661-25-000793 filed by Allred Capital 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 8,957 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $723,546.

    13F-HR 0001172661-24-004628 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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