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COZAD ASSET MANAGEMENT INC: XLU position timeline

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

COZAD ASSET MANAGEMENT INC held 6,756 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,756 shares
    Change vs previous 13F +86 shares

    0.02% of the 13F portfolio, value $306,317.

    13F-HR 0000709428-26-000008 filed by COZAD ASSET MANAGEMENT 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 6,670 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $306,086.

    13F-HR 0000709428-26-000006 filed by COZAD ASSET MANAGEMENT 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 6,170 shares
    Change vs previous 13F +3,335 shares

    0.02% of the 13F portfolio, value $263,397.

    13F-HR 0000709428-26-000002 filed by COZAD ASSET MANAGEMENT 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 2,835 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $247,240.

    13F-HR 0000709428-25-000014 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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