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Disclosery

Global Trust Asset Management, LLC: XLU position timeline

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

Global Trust Asset Management, LLC held 1,380 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,380 shares
    Change vs previous 13F -80 shares

    0.02% of the 13F portfolio, value $62,569.

    13F-HR 0001398344-26-013295 filed by Global Trust Asset 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 1,460 shares
    Change vs previous 13F +1,060 shares

    0.03% of the 13F portfolio, value $66,999.

    13F-HR 0001398344-26-006956 filed by Global Trust Asset 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 400 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $17,076.

    13F-HR 0001398344-26-000855 filed by Global Trust Asset 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 850 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $74,129.

    13F-HR 0001398344-25-019886 filed by Global Trust Asset 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 850 shares
    Change vs previous 13F +850 shares

    0.04% of the 13F portfolio, value $69,411.

    13F-HR 0001398344-25-013254 filed by Global Trust Asset 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -200 shares

    13F-HR 0001398344-25-000775 filed by Global Trust Asset Management, LLC
    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.

  7. period ended2024-09-30
    13F 200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,156.

    13F-HR 0001398344-24-019209 filed by Global Trust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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