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GUIDANCE CAPITAL, INC: XLU position timeline

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

GUIDANCE CAPITAL, INC held 5,284 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,284 shares
    Change vs previous 13F -3,149 shares

    0.05% of the 13F portfolio, value $240,255.

    13F-HR 0001958743-26-000004 filed by GUIDANCE CAPITAL, INC
    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 8,433 shares
    Change vs previous 13F -27,776 shares

    0.09% of the 13F portfolio, value $391,040.

    13F-HR 0001958743-26-000003 filed by GUIDANCE CAPITAL, INC
    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 36,209 shares
    Change vs previous 13F +8,111 shares

    0.38% of the 13F portfolio, value $1,546,471.

    13F-HR 0001958743-26-000001 filed by GUIDANCE CAPITAL, INC
    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 28,098 shares
    Change vs previous 13F +1,824 shares

    0.67% of the 13F portfolio, value $2,567,882.

    13F-HR 0001958743-25-000008 filed by GUIDANCE CAPITAL, INC
    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 26,274 shares
    Change vs previous 13F +3,031 shares

    0.64% of the 13F portfolio, value $2,254,279.

    13F-HR 0001958743-25-000004 filed by GUIDANCE CAPITAL, INC
    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 23,243 shares
    Change vs previous 13F +429 shares

    0.57% of the 13F portfolio, value $1,853,635.

    13F-HR 0001958743-25-000003 filed by GUIDANCE CAPITAL, INC
    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 22,814 shares
    Change vs previous 13F +2,278 shares

    0.55% of the 13F portfolio, value $1,813,512.

    13F-HR 0001958743-25-000001 filed by GUIDANCE CAPITAL, INC
    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 20,536 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,682,909.

    13F-HR 0001958743-24-000008 filed by GUIDANCE CAPITAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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