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CONSOLIDATED CAPITAL MANAGEMENT, LLC: XLU position timeline

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

CONSOLIDATED CAPITAL MANAGEMENT, LLC held 0 XLU shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -45,244 shares

    13F-HR 0001666613-26-000003 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    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.

  2. period ended2025-12-31
    13F 45,244 shares
    Change vs previous 13F -19,793 shares

    0.58% of the 13F portfolio, value $1,931,467.

    13F-HR 0001666613-26-000002 filed by CONSOLIDATED CAPITAL 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 ended2025-09-30
    13F 65,037 shares
    Change vs previous 13F -307 shares

    2.01% of the 13F portfolio, value $5,671,877.

    13F-HR 0001666613-25-000004 filed by CONSOLIDATED CAPITAL 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 ended2025-06-30
    13F 65,344 shares
    Change vs previous 13F +2,157 shares

    1.93% of the 13F portfolio, value $5,335,992.

    13F-HR 0001085146-25-003914 filed by CONSOLIDATED CAPITAL 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 ended2025-03-31
    13F 63,187 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $4,982,295.

    13F-HR 0001085146-25-002447 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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