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Disclosery

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND on XLU, newest first. How the timeline and the estimate are built.

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND held 295,164 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 295,164 shares
    Change vs previous 13F +133,431 shares

    0.02% of the 13F portfolio, value $13,382,736.

    13F-HR 0001535845-26-000007 filed by HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
    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 161,733 shares
    Change vs previous 13F -1,138,269 shares

    0.01% of the 13F portfolio, value $7,421,927.

    13F-HR 0001535845-26-000004 filed by HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
    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 1,300,002 shares
    Change vs previous 13F +587,001 shares

    0.09% of the 13F portfolio, value $55,497,085.

    13F-HR 0001535845-26-000002 filed by HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
    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 713,001 shares
    Change vs previous 13F -359,936 shares

    0.11% of the 13F portfolio, value $62,180,817.

    13F-HR 0001535845-25-000013 filed by HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
    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 1,072,937 shares
    Change vs previous 13F -1,287,063 shares

    0.18% of the 13F portfolio, value $87,616,035.

    13F-HR 0001535845-25-000009 filed by HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
    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 2,360,000 shares
    Change vs previous 13F -700,000 shares

    0.41% of the 13F portfolio, value $186,086,000.

    13F-HR 0001535845-25-000006 filed by HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
    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 3,060,000 shares
    Change vs previous 13F -264,000 shares

    0.5% of the 13F portfolio, value $231,611,400.

    13F-HR 0001535845-25-000004 filed by HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
    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 3,324,000 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $268,512,720.

    13F-HR 0001535845-24-000015 filed by HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
    Filed (acceptance time not in the bulk data set), ingested

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