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Disclosery

First Interstate Bank: XLU position timeline

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

First Interstate Bank held 169,858 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,858 shares
    Change vs previous 13F -3,927 shares

    0.4% of the 13F portfolio, value $7,701,362.

    13F-HR 0001125727-26-000014 filed by First Interstate Bank
    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 173,785 shares
    Change vs previous 13F -5,793 shares

    0.45% of the 13F portfolio, value $7,974,993.

    13F-HR 0001125727-26-000012 filed by First Interstate Bank
    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 179,578 shares
    Change vs previous 13F +87,911 shares

    0.41% of the 13F portfolio, value $7,666,185.

    13F-HR 0001125727-26-000009 filed by First Interstate Bank
    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 91,667 shares
    Change vs previous 13F -1,465 shares

    0.44% of the 13F portfolio, value $7,994,279.

    13F-HR 0001125727-25-000021 filed by First Interstate Bank
    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 93,132 shares
    Change vs previous 13F -1,720 shares

    0.45% of the 13F portfolio, value $7,605,159.

    13F-HR 0001125727-25-000015 filed by First Interstate Bank
    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 94,852 shares
    Change vs previous 13F -6,317 shares

    0.45% of the 13F portfolio, value $7,479,080.

    13F-HR 0001125727-25-000007 filed by First Interstate Bank
    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 101,169 shares
    Change vs previous 13F -2,257 shares

    0.46% of the 13F portfolio, value $7,657,481.

    13F-HR 0001125727-25-000003 filed by First Interstate Bank
    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 103,426 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $8,354,752.

    13F-HR 0001125727-24-000021 filed by First Interstate Bank
    Filed (acceptance time not in the bulk data set), ingested

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