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Disclosery

Crews Bank & Trust: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crews Bank & Trust on XLU, newest first. How the timeline and the estimate are built.

Crews Bank & Trust held 43,960 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 43,960 shares
    Change vs previous 13F -845 shares

    0.26% of the 13F portfolio, value $1,993,146.

    13F-HR 0001140361-26-028650 filed by Crews Bank & Trust
    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 44,805 shares
    Change vs previous 13F -865 shares

    0.3% of the 13F portfolio, value $2,056,101.

    13F-HR 0001140361-26-020988 filed by Crews Bank & Trust
    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 45,670 shares
    Change vs previous 13F +21,649 shares

    0.28% of the 13F portfolio, value $1,949,652.

    13F-HR 0001140361-26-001755 filed by Crews Bank & Trust
    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 24,021 shares
    Change vs previous 13F -261 shares

    0.31% of the 13F portfolio, value $2,094,871.

    13F-HR 0001140361-25-038924 filed by Crews Bank & Trust
    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 24,282 shares
    Change vs previous 13F -885 shares

    0.31% of the 13F portfolio, value $1,982,868.

    13F-HR 0001140361-25-026524 filed by Crews Bank & Trust
    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 25,167 shares
    Change vs previous 13F -320 shares

    0.34% of the 13F portfolio, value $1,984,418.

    13F-HR 0001140361-25-014875 filed by Crews Bank & Trust
    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 25,487 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,929,111.

    13F-HR 0001140361-25-001717 filed by Crews Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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