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COURIER CAPITAL LLC: XLU position timeline

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

COURIER CAPITAL LLC held 164,331 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,331 shares
    Change vs previous 13F +5,335 shares

    0.37% of the 13F portfolio, value $7,450,765.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 158,996 shares
    Change vs previous 13F -18,730 shares

    0.41% of the 13F portfolio, value $7,296,318.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 177,726 shares
    Change vs previous 13F +88,456 shares

    0.43% of the 13F portfolio, value $7,587,151.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 89,270 shares
    Change vs previous 13F -26,724 shares

    0.45% of the 13F portfolio, value $7,785,237.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 115,994 shares
    Change vs previous 13F +22,626 shares

    0.58% of the 13F portfolio, value $9,472,094.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 93,368 shares
    Change vs previous 13F +33,611 shares

    0.48% of the 13F portfolio, value $7,362,108.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 59,757 shares
    Change vs previous 13F -1,880 shares

    0.31% of the 13F portfolio, value $4,523,034.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 61,637 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,979,075.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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