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FLPUTNAM INVESTMENT MANAGEMENT CO: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLPUTNAM INVESTMENT MANAGEMENT CO on XLU, newest first. How the timeline and the estimate are built.

FLPUTNAM INVESTMENT MANAGEMENT CO held 7,480 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,480 shares
    Change vs previous 13F -653 shares

    <0.01% of the 13F portfolio, value $339,156.

    13F-HR 0001140334-26-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 8,133 shares
    Change vs previous 13F +639 shares

    0.01% of the 13F portfolio, value $373,237.

    13F-HR 0001140334-26-000003 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 7,494 shares
    Change vs previous 13F +4,924 shares

    <0.01% of the 13F portfolio, value $319,931.

    13F-HR 0001140334-26-000001 filed by FLPUTNAM INVESTMENT MANAGEMENT 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 2,570 shares
    Change vs previous 13F -1,437 shares

    <0.01% of the 13F portfolio, value $224,155.

    13F-HR 0001140334-25-000007 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 4,007 shares
    Change vs previous 13F +1,374 shares

    0.01% of the 13F portfolio, value $327,235.

    13F-HR 0001140334-25-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 2,633 shares
    Change vs previous 13F +2,633 shares

    <0.01% of the 13F portfolio, value $207,635.

    13F-HR 0001140334-25-000004 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001140334-24-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.