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FORBES J M & CO LLP: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on XLU, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 85,378 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,378 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $3,871,039.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 85,378 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $3,917,996.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 85,378 shares
    Change vs previous 13F +42,689 shares

    0.3% of the 13F portfolio, value $3,644,787.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 42,689 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $3,722,908.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 42,689 shares
    Change vs previous 13F -84 shares

    0.32% of the 13F portfolio, value $3,485,984.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 42,773 shares
    Change vs previous 13F -569 shares

    0.33% of the 13F portfolio, value $3,372,651.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 43,342 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $3,280,556.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 43,342 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,501,167.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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