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Disclosery

FCG Investment Co: XLU position timeline

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

FCG Investment Co held 13,625 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,625 shares
    Change vs previous 13F -24,711 shares

    0.18% of the 13F portfolio, value $537,361.

    13F-HR 0002085853-26-001147 filed by FCG Investment Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,336 shares
    Change vs previous 13F +33,057 shares

    0.6% of the 13F portfolio, value $1,738,134.

    13F-HR 0002085853-26-000703 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,279 shares
    Change vs previous 13F +2,810 shares

    0.11% of the 13F portfolio, value $242,243.

    13F-HR 0002085853-26-000312 filed by FCG Investment Co
    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 2,469 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $215,321.

    13F-HR 0002085853-25-000033 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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