Skip to content
Disclosery

Everstar Asset Management, LLC: XLU position timeline

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

Everstar Asset Management, LLC held 44,592 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,592 shares
    Change vs previous 13F -1,032 shares

    0.98% of the 13F portfolio, value $2,021,801.

    13F-HR 0001420506-26-001378 filed by Everstar Asset 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 45,624 shares
    Change vs previous 13F -7,003 shares

    1.11% of the 13F portfolio, value $2,092,773.

    13F-HR 0001420506-26-000683 filed by Everstar Asset 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 52,627 shares
    Change vs previous 13F +26,259 shares

    1.2% of the 13F portfolio, value $2,246,647.

    13F-HR 0001420506-26-000172 filed by Everstar Asset 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 26,368 shares
    Change vs previous 13F -618 shares

    1.3% of the 13F portfolio, value $2,299,553.

    13F-HR 0001420506-25-003054 filed by Everstar Asset 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 26,986 shares
    Change vs previous 13F +447 shares

    1.34% of the 13F portfolio, value $2,203,677.

    13F-HR 0001420506-25-001911 filed by Everstar Asset 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/A 26,539 shares
    Change vs previous 13F -904 shares

    1.39% of the 13F portfolio, value $2,092,600.

    13F-HR/A 0001420506-25-001784 filed by Everstar Asset 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 27,443 shares
    Change vs previous 13F -562 shares

    1.47% of the 13F portfolio, value $2,077,161.

    13F-HR 0001420506-25-000309 filed by Everstar Asset 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 28,005 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,262,244.

    13F-HR 0001420506-24-002288 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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