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Disclosery

Fiduciary Group, LLC: XLU position timeline

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

Fiduciary Group, LLC held 82,959 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,959 shares
    Change vs previous 13F -828 shares

    0.3% of the 13F portfolio, value $3,761,361.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 83,787 shares
    Change vs previous 13F -432 shares

    0.33% of the 13F portfolio, value $3,844,985.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 84,219 shares
    Change vs previous 13F +41,361 shares

    0.3% of the 13F portfolio, value $3,595,309.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 42,858 shares
    Change vs previous 13F -293 shares

    0.33% of the 13F portfolio, value $3,737,646.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 43,151 shares
    Change vs previous 13F -985 shares

    0.33% of the 13F portfolio, value $3,523,711.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 44,136 shares
    Change vs previous 13F -2,159 shares

    0.35% of the 13F portfolio, value $3,480,124.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 46,295 shares
    Change vs previous 13F -1,095 shares

    0.35% of the 13F portfolio, value $3,504,069.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 47,390 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,828,164.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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