Skip to content
Disclosery

Graypoint LLC: XLU position timeline

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

Graypoint LLC held 90,326 XLU shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 90,326 shares
    Change vs previous 13F -3,786 shares

    0.42% of the 13F portfolio, value $7,376,049.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 94,112 shares
    Change vs previous 13F -2,088 shares

    0.46% of the 13F portfolio, value $7,420,722.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 96,200 shares
    Change vs previous 13F +18,683 shares

    0.44% of the 13F portfolio, value $7,281,343.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 77,517 shares
    Change vs previous 13F -2,409 shares

    0.4% of the 13F portfolio, value $6,261,837.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 79,926 shares
    Change vs previous 13F -1,642 shares

    0.38% of the 13F portfolio, value $5,446,150.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 81,568 shares
    Change vs previous 13F -29,819 shares

    0.39% of the 13F portfolio, value $5,354,925.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 111,387 shares
    Change vs previous 13F +4,130 shares

    0.57% of the 13F portfolio, value $7,054,145.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 107,257 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,320,677.

    13F-HR 0000950123-23-009032 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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