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Disclosery

Howard Capital Management Group, LLC: XLU position timeline

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

Howard Capital Management Group, LLC held 0 XLU shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,770 shares

    13F-HR 0001140361-26-001512 filed by Howard Capital Management Group, 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.

  2. period ended2025-09-30
    13F 3,770 shares
    Change vs previous 13F -1,015 shares

    0.02% of the 13F portfolio, value $328,782.

    13F-HR 0001140361-25-038301 filed by Howard Capital Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 4,785 shares
    Change vs previous 13F -640 shares

    0.03% of the 13F portfolio, value $390,743.

    13F-HR 0001140361-25-026028 filed by Howard Capital Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,425 shares
    Change vs previous 13F -26,451 shares

    0.03% of the 13F portfolio, value $427,761.

    13F-HR 0001140361-25-014141 filed by Howard Capital Management Group, 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 31,876 shares
    Change vs previous 13F -726 shares

    0.17% of the 13F portfolio, value $2,412,669.

    13F-HR 0001140361-25-001313 filed by Howard Capital Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F/A 32,602 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,633,563.

    13F-HR/A 0001140361-24-047331 filed by Howard Capital Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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