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Disclosery

Entelevest, LLC: XLU position timeline

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

Entelevest, LLC held 9,151 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,151 shares
    Change vs previous 13F +571 shares

    0.36% of the 13F portfolio, value $414,907.

    13F-HR 0002085853-26-000801 filed by Entelevest, 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 8,580 shares
    Change vs previous 13F -115 shares

    0.41% of the 13F portfolio, value $393,724.

    13F-HR 0002085853-26-000562 filed by Entelevest, 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 8,695 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $371,213.

    13F-HR 0002085853-26-000249 filed by Entelevest, LLC
    Filed (acceptance time not in the bulk data set), ingested

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