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Disclosery

Balefire, LLC: XLU position timeline

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

Balefire, LLC held 8,366 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,366 shares
    Change vs previous 13F +700 shares

    0.05% of the 13F portfolio, value $329,939.

    13F-HR 0001085146-26-000863 filed by Balefire, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,666 shares
    Change vs previous 13F -2,466 shares

    0.06% of the 13F portfolio, value $347,555.

    13F-HR 0001750924-26-000003 filed by Balefire, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,132 shares
    Change vs previous 13F -2,128 shares

    0.09% of the 13F portfolio, value $464,974.

    13F-HR 0001750924-26-000002 filed by Balefire, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,260 shares
    Change vs previous 13F +8,406 shares

    0.1% of the 13F portfolio, value $523,379.

    13F-HR 0001750924-26-000001 filed by Balefire, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,854 shares
    Change vs previous 13F -3,734 shares

    0.07% of the 13F portfolio, value $336,147.

    13F-HR 0001085146-25-005831 filed by Balefire, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,588 shares
    Change vs previous 13F +3,866 shares

    0.13% of the 13F portfolio, value $619,602.

    13F-HR 0001085146-25-003620 filed by Balefire, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,722 shares
    Change vs previous 13F +751 shares

    0.1% of the 13F portfolio, value $293,500.

    13F-HR 0001085146-25-002290 filed by Balefire, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,971 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $226,598.

    13F-HR 0001750924-25-000001 filed by Balefire, LLC
    Filed (acceptance time not in the bulk data set), ingested

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