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Disclosery

Capital Investment Counsel, LLC: XLU position timeline

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

Capital Investment Counsel, LLC held 12,218 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,218 shares
    Change vs previous 13F -23,157 shares

    0.06% of the 13F portfolio, value $481,878.

    13F-HR 0002085853-26-001184 filed by Capital Investment Counsel, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,375 shares
    Change vs previous 13F +21,560 shares

    0.2% of the 13F portfolio, value $1,603,903.

    13F-HR 0002085853-26-000743 filed by Capital Investment Counsel, 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 13,815 shares
    Change vs previous 13F -26,488 shares

    0.09% of the 13F portfolio, value $633,970.

    13F-HR 0002033609-26-000003 filed by Capital Investment Counsel, 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 40,303 shares
    Change vs previous 13F +23,216 shares

    0.24% of the 13F portfolio, value $1,720,535.

    13F-HR 0002033609-26-000001 filed by Capital Investment Counsel, 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 17,087 shares
    Change vs previous 13F +2,135 shares

    0.22% of the 13F portfolio, value $1,490,157.

    13F-HR 0002033609-25-000010 filed by Capital Investment Counsel, 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 14,952 shares
    Change vs previous 13F +10,298 shares

    0.19% of the 13F portfolio, value $1,220,980.

    13F-HR 0001085146-25-004444 filed by Capital Investment Counsel, 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 4,654 shares
    Change vs previous 13F +246 shares

    0.06% of the 13F portfolio, value $366,968.

    13F-HR 0001221073-25-000057 filed by Capital Investment Counsel, 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 4,408 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $333,642.

    13F-HR 0001221073-25-000008 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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