Skip to content
Disclosery

Bramshill Investments, LLC: XLU position timeline

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

Bramshill Investments, LLC held 25,000 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,000 shares
    Change vs previous 13F +500 shares

    0.09% of the 13F portfolio, value $1,133,500.

    13F-HR 0001214659-26-010163 filed by Bramshill Investments, 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 24,500 shares
    Change vs previous 13F +7,500 shares

    0.1% of the 13F portfolio, value $1,124,305.

    13F-HR 0001214659-26-006351 filed by Bramshill Investments, 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 17,000 shares
    Change vs previous 13F +6,500 shares

    0.04% of the 13F portfolio, value $725,730.

    13F-HR 0001214659-26-001832 filed by Bramshill Investments, 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 10,500 shares
    Change vs previous 13F -7,000 shares

    0.06% of the 13F portfolio, value $915,705.

    13F-HR 0001214659-25-016489 filed by Bramshill Investments, 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 17,500 shares
    Change vs previous 13F +6,000 shares

    0.15% of the 13F portfolio, value $1,429,050.

    13F-HR 0001214659-25-012046 filed by Bramshill Investments, 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 11,500 shares
    Change vs previous 13F +500 shares

    0.09% of the 13F portfolio, value $906,775.

    13F-HR 0001214659-25-007675 filed by Bramshill Investments, 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 11,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $832,590.

    13F-HR 0001214659-25-002793 filed by Bramshill Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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