Skip to content
Disclosery

Donald L. Hagan, LLC: XLU position timeline

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

Donald L. Hagan, LLC held 4,479 XLU shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,479 shares
    Change vs previous 13F +4,479 shares

    0.19% of the 13F portfolio, value $390,614.

    13F-HR 0002085853-25-000097 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -11,065 shares

    13F-HR 0001667731-25-000868 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 11,065 shares
    Change vs previous 13F +4,615 shares

    0.46% of the 13F portfolio, value $872,475.

    13F-HR 0001667731-25-000442 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,450 shares
    Change vs previous 13F -1,558 shares

    0.25% of the 13F portfolio, value $488,201.

    13F-HR 0001667731-25-000098 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,008 shares
    Change vs previous 13F -407 shares

    0.33% of the 13F portfolio, value $646,886.

    13F-HR 0001638049-24-000005 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,415 shares
    Change vs previous 13F +1,556 shares

    0.3% of the 13F portfolio, value $573,398.

    13F-HR 0001638049-24-000004 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,859 shares
    Change vs previous 13F +2,985 shares

    0.24% of the 13F portfolio, value $450,293.

    13F-HR 0001638049-24-000003 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,874 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $245,340.

    13F-HR 0001638049-24-000001 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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