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Disclosery

Hoese & Co LLP: XLU position timeline

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

Hoese & Co LLP held 1,120 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,120 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $50,780.

    13F-HR 0001840268-26-000009 filed by Hoese & Co LLP
    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 1,120 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $51,385.

    13F-HR 0001840268-26-000005 filed by Hoese & Co LLP
    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 1,120 shares
    Change vs previous 13F +560 shares

    0.03% of the 13F portfolio, value $47,801.

    13F-HR 0001840268-26-000004 filed by Hoese & Co LLP
    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 560 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $48,837.

    13F-HR 0001840268-25-000017 filed by Hoese & Co LLP
    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 560 shares
    Change vs previous 13F -240 shares

    0.04% of the 13F portfolio, value $45,724.

    13F-HR 0001840268-25-000014 filed by Hoese & Co LLP
    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 800 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $63,080.

    13F-HR 0001840268-25-000006 filed by Hoese & Co LLP
    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 800 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $60,552.

    13F-HR 0001840268-25-000001 filed by Hoese & Co LLP
    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 800 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $64,624.

    13F-HR 0001840268-24-000006 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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