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EDGEWOOD MANAGEMENT LLC: XLU position timeline

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

EDGEWOOD MANAGEMENT LLC held 171,236 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,236 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $7,763,840.

    13F-HR 0001062993-26-004244 filed by EDGEWOOD MANAGEMENT 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 171,236 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $7,858,020.

    13F-HR 0001062993-26-002623 filed by EDGEWOOD MANAGEMENT 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 171,236 shares
    Change vs previous 13F +85,618 shares

    0.03% of the 13F portfolio, value $7,310,065.

    13F-HR 0001062993-26-000835 filed by EDGEWOOD MANAGEMENT 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 85,618 shares
    Change vs previous 13F -2,668 shares

    0.03% of the 13F portfolio, value $7,466,746.

    13F-HR 0001062993-25-016658 filed by EDGEWOOD MANAGEMENT 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 88,286 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $7,209,435.

    13F-HR 0001062993-25-014249 filed by EDGEWOOD MANAGEMENT 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 88,286 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $6,961,351.

    13F-HR 0001062993-25-009317 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 88,286 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $6,682,367.

    13F-HR 0001062993-25-002246 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 88,286 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,131,743.

    13F-HR 0001062993-24-018802 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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