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Disclosery

Full Sail Capital, LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Full Sail Capital, LLC on XLU, newest first. How the timeline and the estimate are built.

Full Sail Capital, LLC held 146,167 XLU shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 146,167 shares
    Change vs previous 13F -6,759 shares

    0.7% of the 13F portfolio, value $12,747,209.

    13F-HR 0001757617-25-000003 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 152,926 shares
    Change vs previous 13F +6,024 shares

    0.72% of the 13F portfolio, value $12,487,923.

    13F-HR 0001765380-25-000376 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 146,902 shares
    Change vs previous 13F -1,532 shares

    0.75% of the 13F portfolio, value $11,583,221.

    13F-HR 0001765380-25-000233 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 148,434 shares
    Change vs previous 13F -475 shares

    0.72% of the 13F portfolio, value $11,234,968.

    13F-HR 0001765380-25-000105 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 148,909 shares
    Change vs previous 13F -829 shares

    0.77% of the 13F portfolio, value $12,028,850.

    13F-HR 0001765380-24-000453 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 149,738 shares
    Change vs previous 13F +6,281 shares

    0.69% of the 13F portfolio, value $10,203,120.

    13F-HR 0001765380-24-000363 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 143,457 shares
    Change vs previous 13F +3,237 shares

    0.66% of the 13F portfolio, value $9,417,945.

    13F-HR 0001765380-24-000223 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 140,220 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $8,880,145.

    13F-HR 0001765380-24-000116 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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