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BUTENSKY & COHEN FINANCIAL SECURITY, INC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUTENSKY & COHEN FINANCIAL SECURITY, INC on XLU, newest first. How the timeline and the estimate are built.

BUTENSKY & COHEN FINANCIAL SECURITY, INC held 63,682 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,682 shares
    Change vs previous 13F +3,308 shares

    0.62% of the 13F portfolio, value $2,511,626.

    13F-HR 0001214659-26-012797 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,374 shares
    Change vs previous 13F +453 shares

    0.68% of the 13F portfolio, value $2,737,347.

    13F-HR 0001214659-26-008412 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    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 59,921 shares
    Change vs previous 13F +803 shares

    0.72% of the 13F portfolio, value $2,749,762.

    13F-HR 0001214659-26-004505 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    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 59,118 shares
    Change vs previous 13F +29,778 shares

    0.68% of the 13F portfolio, value $2,523,768.

    13F-HR 0001214659-26-000392 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    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 29,340 shares
    Change vs previous 13F +285 shares

    0.71% of the 13F portfolio, value $2,558,745.

    13F-HR 0001214659-25-015089 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    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 29,055 shares
    Change vs previous 13F +645 shares

    0.71% of the 13F portfolio, value $2,372,630.

    13F-HR 0001214659-25-010290 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    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 28,410 shares
    Change vs previous 13F +194 shares

    0.69% of the 13F portfolio, value $2,240,121.

    13F-HR 0001214659-25-005756 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    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 28,216 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,135,653.

    13F-HR 0001214659-25-000602 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Filed (acceptance time not in the bulk data set), ingested

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