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Disclosery

Econ Financial Services Corp: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Econ Financial Services Corp on XLU, newest first. How the timeline and the estimate are built.

Econ Financial Services Corp held 131,462 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,462 shares
    Change vs previous 13F +27,759 shares

    2.79% of the 13F portfolio, value $5,960,487.

    13F-HR 0001659718-26-000003 filed by Econ Financial Services Corp
    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 103,703 shares
    Change vs previous 13F +103,703 shares

    2.21% of the 13F portfolio, value $4,758,931.

    13F-HR 0001659718-26-000002 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -16,402 shares

    13F-HR 0001659718-25-000006 filed by Econ Financial Services Corp
    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.

  4. period ended2025-03-31
    13F 16,402 shares
    Change vs previous 13F +496 shares

    0.69% of the 13F portfolio, value $1,293,298.

    13F-HR 0001659718-25-000005 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 15,906 shares
    Change vs previous 13F +15,906 shares

    0.69% of the 13F portfolio, value $1,203,925.

    13F-HR 0001659718-25-000003 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001659718-24-000006 filed by Econ Financial Services Corp
    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.