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HARRELL INVESTMENT PARTNERS, LLC: XLU position timeline

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

HARRELL INVESTMENT PARTNERS, LLC held 23,170 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,170 shares
    Change vs previous 13F -400 shares

    0.23% of the 13F portfolio, value $1,050,537.

    13F-HR 0001951757-26-000984 filed by HARRELL INVESTMENT PARTNERS, 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 23,570 shares
    Change vs previous 13F -6,112 shares

    0.26% of the 13F portfolio, value $1,081,649.

    13F-HR 0001951757-26-000699 filed by HARRELL INVESTMENT PARTNERS, 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 29,682 shares
    Change vs previous 13F +14,768 shares

    0.3% of the 13F portfolio, value $1,267,136.

    13F-HR 0001951757-26-000150 filed by HARRELL INVESTMENT PARTNERS, 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 14,914 shares
    Change vs previous 13F +14,914 shares

    0.31% of the 13F portfolio, value $1,300,617.

    13F-HR 0001951757-25-001185 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -49,292 shares

    13F-HR 0001951757-25-000082 filed by HARRELL INVESTMENT PARTNERS, 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.

  6. period ended2024-09-30
    13F 49,292 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,981,798.

    13F-HR 0001951757-24-001014 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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