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GREENWOOD GEARHART LLC: XLU position timeline

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

GREENWOOD GEARHART LLC held 459,056 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 459,056 shares
    Change vs previous 13F +22,879 shares

    0.97% of the 13F portfolio, value $20,813,611.

    13F-HR 0001084683-26-000003 filed by GREENWOOD GEARHART 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 436,177 shares
    Change vs previous 13F +19,295 shares

    1.08% of the 13F portfolio, value $20,016,165.

    13F-HR 0001084683-26-000002 filed by GREENWOOD GEARHART 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 416,882 shares
    Change vs previous 13F +210,894 shares

    0.98% of the 13F portfolio, value $17,796,686.

    13F-HR 0001084683-26-000001 filed by GREENWOOD GEARHART 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 205,988 shares
    Change vs previous 13F +4,276 shares

    1.04% of the 13F portfolio, value $17,964,182.

    13F-HR 0001084683-25-000005 filed by GREENWOOD GEARHART 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 201,712 shares
    Change vs previous 13F +4,572 shares

    1.03% of the 13F portfolio, value $16,471,771.

    13F-HR 0001085146-25-004154 filed by GREENWOOD GEARHART 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 197,140 shares
    Change vs previous 13F -8,982 shares

    1.08% of the 13F portfolio, value $15,544,526.

    13F-HR 0001085146-25-002622 filed by GREENWOOD GEARHART 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 206,122 shares
    Change vs previous 13F +8,631 shares

    1.08% of the 13F portfolio, value $15,601,403.

    13F-HR 0001084683-25-000002 filed by GREENWOOD GEARHART 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 197,491 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $15,953,185.

    13F-HR 0001084683-24-000010 filed by GREENWOOD GEARHART LLC
    Filed (acceptance time not in the bulk data set), ingested

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