FINANCIAL DISCOVERY GROUP INC: XLU position timeline

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

FINANCIAL DISCOVERY GROUP INC held 69,100 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 69,100 shares
Change vs previous 13F +3,582 shares
6.68% of the 13F portfolio, value $3,133,013.
13F-HR 0001024431-26-000006 filed by FINANCIAL DISCOVERY GROUP INC
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 65,518 shares
Change vs previous 13F not available
7.03% of the 13F portfolio, value $3,006,625.
13F-HR 0001024431-26-000005 filed by FINANCIAL DISCOVERY GROUP INC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).