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AVALON CAPITAL MANAGEMENT: XLU position timeline

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

AVALON CAPITAL MANAGEMENT held 0 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -4,417 shares

    13F-HR 0001172661-26-002649 filed by AVALON CAPITAL MANAGEMENT
    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 ended2026-03-31
    13F 4,417 shares
    Change vs previous 13F -183,581 shares

    0.06% of the 13F portfolio, value $202,696.

    13F-HR 0001172661-26-002005 filed by AVALON CAPITAL MANAGEMENT
    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 187,998 shares
    Change vs previous 13F +95,378 shares

    1.92% of the 13F portfolio, value $8,025,635.

    13F-HR 0001172661-26-000599 filed by AVALON CAPITAL MANAGEMENT
    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 92,620 shares
    Change vs previous 13F -1,554 shares

    1.98% of the 13F portfolio, value $8,077,390.

    13F-HR 0001172661-25-004386 filed by AVALON CAPITAL MANAGEMENT
    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 94,174 shares
    Change vs previous 13F -1,292 shares

    2.07% of the 13F portfolio, value $7,690,249.

    13F-HR 0001172661-25-002951 filed by AVALON CAPITAL MANAGEMENT
    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 95,466 shares
    Change vs previous 13F +349 shares

    2.19% of the 13F portfolio, value $7,527,494.

    13F-HR 0001172661-25-001599 filed by AVALON CAPITAL MANAGEMENT
    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 95,117 shares
    Change vs previous 13F -18,765 shares

    2.32% of the 13F portfolio, value $7,199,406.

    13F-HR 0001172661-25-000487 filed by AVALON CAPITAL MANAGEMENT
    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 113,882 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $9,199,388.

    13F-HR 0001172661-24-004616 filed by AVALON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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