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Disclosery

Capital Management Associates, Inc: XLU position timeline

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

Capital Management Associates, Inc held 11,329 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,329 shares
    Change vs previous 13F +41 shares

    0.1% of the 13F portfolio, value $513,660.

    13F-HR 0002008851-26-000004 filed by Capital Management Associates, Inc
    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 11,288 shares
    Change vs previous 13F +3,410 shares

    0.12% of the 13F portfolio, value $518,014.

    13F-HR 0002008851-26-000002 filed by Capital Management Associates, Inc
    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 7,878 shares
    Change vs previous 13F +3,968 shares

    0.07% of the 13F portfolio, value $336,299.

    13F-HR 0002008851-26-000001 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,910 shares
    Change vs previous 13F +625 shares

    0.09% of the 13F portfolio, value $340,981.

    13F-HR 0002008851-25-000002 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,285 shares
    Change vs previous 13F -3,155 shares

    0.08% of the 13F portfolio, value $268,221.

    13F-HR 0001085146-25-004085 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,440 shares
    Change vs previous 13F +6,440 shares

    0.11% of the 13F portfolio, value $507,792.

    13F-HR 0001085146-25-002468 filed by Capital Management Associates, Inc
    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 0 shares
    Change vs previous 13F -2,617 shares

    13F-HR 0001085146-25-000527 filed by Capital Management Associates, Inc
    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.

  8. period ended2024-09-30
    13F 2,617 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $211,387.

    13F-HR 0001085146-24-005097 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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