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HAZLETT, BURT & WATSON, INC.: XLU position timeline

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

HAZLETT, BURT & WATSON, INC. held 10,333 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,333 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $470,000.

    13F-HR 0000046392-26-000004 filed by HAZLETT, BURT & WATSON, 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 10,332 shares
    Change vs previous 13F +3 shares

    0.15% of the 13F portfolio, value $474,000.

    13F-HR 0000046392-26-000003 filed by HAZLETT, BURT & WATSON, 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 10,329 shares
    Change vs previous 13F +5,393 shares

    0.14% of the 13F portfolio, value $441,000.

    13F-HR 0000046392-26-000001 filed by HAZLETT, BURT & WATSON, 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 4,936 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $430,000.

    13F-HR 0000046392-25-000008 filed by HAZLETT, BURT & WATSON, 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 4,935 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $403,000.

    13F-HR 0000046392-25-000003 filed by HAZLETT, BURT & WATSON, 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 4,934 shares
    Change vs previous 13F -269 shares

    0.18% of the 13F portfolio, value $390,000.

    13F-HR 0000046392-25-000002 filed by HAZLETT, BURT & WATSON, 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 5,203 shares
    Change vs previous 13F +88 shares

    0.17% of the 13F portfolio, value $395,000.

    13F-HR 0000046392-25-000001 filed by HAZLETT, BURT & WATSON, 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 5,115 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $412,000.

    13F-HR 0000046392-24-000007 filed by HAZLETT, BURT & WATSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

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