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ARTHUR M. COHEN & ASSOCIATES, LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ARTHUR M. COHEN & ASSOCIATES, LLC on XLU, newest first. How the timeline and the estimate are built.

ARTHUR M. COHEN & ASSOCIATES, LLC held 6,976 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 6,976 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $316,292.

    13F-HR 0001692252-26-000003 filed by ARTHUR M. COHEN & ASSOCIATES, 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 6,976 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $321,663.

    13F-HR 0001692252-26-000002 filed by ARTHUR M. COHEN & ASSOCIATES, 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 6,976 shares
    Change vs previous 13F +3,488 shares

    0.05% of the 13F portfolio, value $297,805.

    13F-HR 0001692252-26-000001 filed by ARTHUR M. COHEN & ASSOCIATES, 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 3,488 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $304,188.

    13F-HR 0001085146-25-005925 filed by ARTHUR M. COHEN & ASSOCIATES, 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 3,488 shares
    Change vs previous 13F +410 shares

    0.05% of the 13F portfolio, value $284,830.

    13F-HR 0001085146-25-003752 filed by ARTHUR M. COHEN & ASSOCIATES, 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 3,078 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $242,700.

    13F-HR 0001692252-25-000002 filed by ARTHUR M. COHEN & ASSOCIATES, 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 3,078 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $232,974.

    13F-HR 0001692252-25-000001 filed by ARTHUR M. COHEN & ASSOCIATES, 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 3,078 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $250,642.

    13F-HR 0001692252-24-000005 filed by ARTHUR M. COHEN & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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