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Disclosery

Atom Investors LP: XLU position timeline

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

Atom Investors LP held 0 XLU shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -266,557 shares

    13F-HR 0001214659-26-006309 filed by Atom Investors LP
    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.

  2. period ended2025-12-31
    13F 266,557 shares
    Change vs previous 13F +229,887 shares

    0.9% of the 13F portfolio, value $11,379,318.

    13F-HR 0001214659-26-001839 filed by Atom Investors LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 36,670 shares
    Change vs previous 13F +4,549 shares

    0.24% of the 13F portfolio, value $3,197,991.

    13F-HR 0001214659-25-016495 filed by Atom Investors LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 32,121 shares
    Change vs previous 13F -14,155 shares

    0.23% of the 13F portfolio, value $2,623,001.

    13F-HR 0001214659-25-012165 filed by Atom Investors LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 46,276 shares
    Change vs previous 13F +27,559 shares

    0.45% of the 13F portfolio, value $3,648,863.

    13F-HR 0001214659-25-007681 filed by Atom Investors LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 18,717 shares
    Change vs previous 13F +18,717 shares

    0.18% of the 13F portfolio, value $1,416,690.

    13F-HR 0001214659-25-002663 filed by Atom Investors LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001214659-24-018941 filed by Atom Investors LP
    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.