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Disclosery

CAMELOT TECHNOLOGY ADVISORS, INC.: XLU position timeline

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

CAMELOT TECHNOLOGY ADVISORS, INC. held 9,974 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 9,974 shares
    Change vs previous 13F +130 shares

    0.27% of the 13F portfolio, value $393,394.

    13F-HR 0001085146-26-000853 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,844 shares
    Change vs previous 13F -8,880 shares

    0.3% of the 13F portfolio, value $446,325.

    13F-HR 0002021818-26-000003 filed by CAMELOT TECHNOLOGY ADVISORS, 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 18,724 shares
    Change vs previous 13F -872 shares

    0.63% of the 13F portfolio, value $859,236.

    13F-HR 0002021818-26-000002 filed by CAMELOT TECHNOLOGY ADVISORS, 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 19,596 shares
    Change vs previous 13F +8,928 shares

    0.63% of the 13F portfolio, value $836,573.

    13F-HR 0002021818-26-000001 filed by CAMELOT TECHNOLOGY ADVISORS, 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 10,668 shares
    Change vs previous 13F +55 shares

    0.75% of the 13F portfolio, value $930,358.

    13F-HR 0002021818-25-000004 filed by CAMELOT TECHNOLOGY ADVISORS, 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 10,613 shares
    Change vs previous 13F +355 shares

    0.75% of the 13F portfolio, value $866,687.

    13F-HR 0001085146-25-003683 filed by CAMELOT TECHNOLOGY ADVISORS, 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 10,258 shares
    Change vs previous 13F -136 shares

    0.75% of the 13F portfolio, value $808,816.

    13F-HR 0001085146-25-002081 filed by CAMELOT TECHNOLOGY ADVISORS, 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 10,394 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $786,707.

    13F-HR 0001085146-25-000303 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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