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Disclosery

Dorsey & Whitney Trust CO LLC: XLU position timeline

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

Dorsey & Whitney Trust CO LLC held 28,812 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 28,812 shares
    Change vs previous 13F +1,608 shares

    0.06% of the 13F portfolio, value $1,306,336.

    13F-HR 0001062993-26-004398 filed by Dorsey & Whitney Trust CO 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 27,204 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,248,392.

    13F-HR 0001062993-26-002606 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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