Skip to content
Disclosery

David J Yvars Group: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of David J Yvars Group on XLU, newest first. How the timeline and the estimate are built.

David J Yvars Group held 19,546 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,546 shares
    Change vs previous 13F +38 shares

    0.36% of the 13F portfolio, value $774,469.

    13F-HR 0001085146-26-000859 filed by David J Yvars Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,508 shares
    Change vs previous 13F +33 shares

    0.44% of the 13F portfolio, value $893,467.

    13F-HR 0001836266-26-000003 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,475 shares
    Change vs previous 13F +35 shares

    0.5% of the 13F portfolio, value $894,100.

    13F-HR 0001836266-26-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,440 shares
    Change vs previous 13F +9,421 shares

    0.44% of the 13F portfolio, value $833,451.

    13F-HR 0001836266-26-000001 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,019 shares
    Change vs previous 13F -11 shares

    0.47% of the 13F portfolio, value $872,732.

    13F-HR 0001836266-25-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,030 shares
    Change vs previous 13F +50 shares

    0.48% of the 13F portfolio, value $816,836.

    13F-HR 0001085146-25-003610 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,980 shares
    Change vs previous 13F -1,380 shares

    0.61% of the 13F portfolio, value $781,190.

    13F-HR 0001085146-25-002132 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,360 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $860,393.

    13F-HR 0001085146-25-000162 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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