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Disclosery

Clear Creek Financial Management, LLC: XLU position timeline

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

Clear Creek Financial Management, LLC held 33,873 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,873 shares
    Change vs previous 13F +1,906 shares

    0.1% of the 13F portfolio, value $1,535,795.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial Management, 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 31,967 shares
    Change vs previous 13F -182 shares

    0.11% of the 13F portfolio, value $1,466,946.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 32,149 shares
    Change vs previous 13F +16,323 shares

    0.11% of the 13F portfolio, value $1,372,430.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,826 shares
    Change vs previous 13F +613 shares

    0.12% of the 13F portfolio, value $1,380,147.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,213 shares
    Change vs previous 13F -1,868 shares

    0.12% of the 13F portfolio, value $1,242,280.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 17,081 shares
    Change vs previous 13F +1,626 shares

    0.14% of the 13F portfolio, value $1,346,855.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial Management, LLC
    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 15,455 shares
    Change vs previous 13F +8,541 shares

    0.13% of the 13F portfolio, value $1,169,784.

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,914 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $558,489.

    13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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