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FWL INVESTMENT MANAGEMENT, LLC: XLU position timeline

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

FWL INVESTMENT MANAGEMENT, LLC held 15,444 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,444 shares
    Change vs previous 13F +482 shares

    0.13% of the 13F portfolio, value $700,231.

    13F-HR 0001999371-26-017927 filed by FWL INVESTMENT MANAGEMENT, LLC
    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 14,962 shares
    Change vs previous 13F +529 shares

    0.15% of the 13F portfolio, value $686,606.

    13F-HR 0001999371-26-010798 filed by FWL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,433 shares
    Change vs previous 13F +7,320 shares

    0.15% of the 13F portfolio, value $616,145.

    13F-HR 0001999371-26-003378 filed by FWL INVESTMENT MANAGEMENT, LLC
    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 7,113 shares
    Change vs previous 13F +1,319 shares

    0.16% of the 13F portfolio, value $620,325.

    13F-HR 0001999371-25-018008 filed by FWL INVESTMENT MANAGEMENT, LLC
    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 5,794 shares
    Change vs previous 13F +245 shares

    0.14% of the 13F portfolio, value $473,138.

    13F-HR 0001999371-25-011318 filed by FWL INVESTMENT MANAGEMENT, LLC
    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 5,549 shares
    Change vs previous 13F +15 shares

    0.16% of the 13F portfolio, value $437,539.

    13F-HR 0001999371-25-006122 filed by FWL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,534 shares
    Change vs previous 13F +424 shares

    0.15% of the 13F portfolio, value $418,868.

    13F-HR 0001839882-25-009026 filed by FWL INVESTMENT MANAGEMENT, LLC
    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 5,110 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $412,786.

    13F-HR 0001999371-24-014690 filed by FWL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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