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Disclosery

First Citizens Financial Corp: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Citizens Financial Corp on XLU, newest first. How the timeline and the estimate are built.

First Citizens Financial Corp held 6,476 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,476 shares
    Change vs previous 13F +568 shares

    0.11% of the 13F portfolio, value $255,413.

    13F-HR 0001800597-26-000005 filed by First Citizens Financial Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,908 shares
    Change vs previous 13F +1,271 shares

    0.11% of the 13F portfolio, value $267,869.

    13F-HR 0001800597-26-000003 filed by First Citizens Financial Corp
    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 4,637 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $212,792.

    13F-HR 0001800597-26-000002 filed by First Citizens Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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