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Disclosery

Curat Global, LLC: XLU position timeline

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

Curat Global, LLC held 17,957 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,957 shares
    Change vs previous 13F +2,115 shares

    0.86% of the 13F portfolio, value $1,058,256.

    13F-HR 0002063003-26-000003 filed by Curat Global, 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 15,842 shares
    Change vs previous 13F +6,240 shares

    0.74% of the 13F portfolio, value $749,074.

    13F-HR 0002063003-26-000002 filed by Curat Global, 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 9,602 shares
    Change vs previous 13F +4,341 shares

    0.46% of the 13F portfolio, value $409,909.

    13F-HR 0002063003-26-000001 filed by Curat Global, 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 5,261 shares
    Change vs previous 13F -36 shares

    0.43% of the 13F portfolio, value $458,320.

    13F-HR 0002063003-25-000005 filed by Curat Global, 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/A 5,297 shares
    Change vs previous 13F +1,592 shares

    0.41% of the 13F portfolio, value $432,553.

    13F-HR/A 0002063003-25-000003 filed by Curat Global, 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 3,705 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $292,139.

    13F-HR 0002063003-25-000001 filed by Curat Global, LLC
    Filed (acceptance time not in the bulk data set), ingested

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