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Disclosery

Interchange Capital Partners, LLC: XLU position timeline

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

Interchange Capital Partners, LLC held 5,309 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,309 shares
    Change vs previous 13F +2,191 shares

    0.05% of the 13F portfolio, value $240,712.

    13F-HR 0001845998-26-000004 filed by Interchange Capital 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 3,118 shares
    Change vs previous 13F -5,536 shares

    0.08% of the 13F portfolio, value $245,822.

    13F-HR 0001845998-26-000003 filed by Interchange Capital 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 8,654 shares
    Change vs previous 13F +3,848 shares

    0.07% of the 13F portfolio, value $369,440.

    13F-HR 0001845998-26-000001 filed by Interchange Capital 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 4,806 shares
    Change vs previous 13F -49 shares

    0.08% of the 13F portfolio, value $419,136.

    13F-HR 0001845998-25-000004 filed by Interchange Capital 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 ended2025-06-30
    13F/A 4,855 shares
    Change vs previous 13F +1,737 shares

    0.09% of the 13F portfolio, value $396,492.

    13F-HR/A 0001085146-25-004372 filed by Interchange Capital Partners, LLC
    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 3,118 shares
    Change vs previous 13F -60 shares

    0.07% of the 13F portfolio, value $245,822.

    13F-HR 0001085146-25-002463 filed by Interchange Capital Partners, LLC
    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 3,178 shares
    Change vs previous 13F -2,166 shares

    0.09% of the 13F portfolio, value $240,520.

    13F-HR 0001172661-25-000665 filed by Interchange Capital Partners, LLC
    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 5,344 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $431,727.

    13F-HR 0001172661-24-004377 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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