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Clare Market Investments LLC: XLU position timeline

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

Clare Market Investments LLC held 53,652 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,652 shares
    Change vs previous 13F -23,021 shares

    0.44% of the 13F portfolio, value $2,432,576.

    13F-HR 0002085853-26-000875 filed by Clare Market 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 76,673 shares
    Change vs previous 13F +69,378 shares

    0.74% of the 13F portfolio, value $3,518,525.

    13F-HR 0002085853-26-000521 filed by Clare Market 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 ended2025-09-30
    13F 7,295 shares
    Change vs previous 13F +1,269 shares

    0.13% of the 13F portfolio, value $636,181.

    13F-HR 0002085853-25-000249 filed by Clare Market 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 ended2025-06-30
    13F 6,026 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $492,051.

    13F-HR 0001667731-25-000778 filed by Clare Market Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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