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Bedell Frazier Investment Counselling, LLC: XLU position timeline

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

Bedell Frazier Investment Counselling, LLC 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 -195,751 shares

    13F-HR 0001172661-26-002262 filed by Bedell Frazier Investment Counselling, LLC
    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 195,751 shares
    Change vs previous 13F +89,787 shares

    1.61% of the 13F portfolio, value $8,356,611.

    13F-HR 0001172661-26-000843 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 105,964 shares
    Change vs previous 13F -9,810 shares

    1.9% of the 13F portfolio, value $9,241,149.

    13F-HR 0001172661-25-004709 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 115,774 shares
    Change vs previous 13F -1,977 shares

    2.38% of the 13F portfolio, value $9,454,105.

    13F-HR 0001172661-25-003018 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 117,751 shares
    Change vs previous 13F -5,545 shares

    2.36% of the 13F portfolio, value $9,284,667.

    13F-HR 0001172661-25-001863 filed by Bedell Frazier Investment Counselling, LLC
    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 123,296 shares
    Change vs previous 13F -2,781 shares

    2.31% of the 13F portfolio, value $9,332,275.

    13F-HR 0001172661-25-000693 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 126,077 shares
    Change vs previous 13F +2,025 shares

    2.43% of the 13F portfolio, value $10,184,501.

    13F-HR 0001172661-24-004600 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 124,052 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $8,452,904.

    13F-HR 0001172661-24-003168 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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