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Family Investment Center, Inc.: XLU position timeline

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

Family Investment Center, Inc. held 33,555 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 33,555 shares
    Change vs previous 13F +8,448 shares

    0.25% of the 13F portfolio, value $1,521,367.

    13F-HR 0002085853-26-000821 filed by Family Investment Center, Inc.
    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 25,107 shares
    Change vs previous 13F +4,191 shares

    0.22% of the 13F portfolio, value $1,152,172.

    13F-HR 0002085853-26-000488 filed by Family Investment Center, Inc.
    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 20,916 shares
    Change vs previous 13F +10,983 shares

    0.18% of the 13F portfolio, value $892,913.

    13F-HR 0002085853-26-000073 filed by Family Investment Center, Inc.
    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 9,933 shares
    Change vs previous 13F +3,682 shares

    0.18% of the 13F portfolio, value $866,266.

    13F-HR 0002085853-25-000127 filed by Family Investment Center, Inc.
    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 6,251 shares
    Change vs previous 13F -706 shares

    0.12% of the 13F portfolio, value $510,434.

    13F-HR 0001667731-25-000804 filed by Family Investment Center, Inc.
    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 6,957 shares
    Change vs previous 13F +3,770 shares

    0.13% of the 13F portfolio, value $548,569.

    13F-HR 0001667731-25-000510 filed by Family Investment Center, Inc.
    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 3,187 shares
    Change vs previous 13F +141 shares

    0.06% of the 13F portfolio, value $241,254.

    13F-HR 0001667731-25-000120 filed by Family Investment Center, Inc.
    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 3,046 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $246,091.

    13F-HR 0001897700-24-000007 filed by Family Investment Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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