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Investors Portfolio Services LLC: XLU position timeline

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

Investors Portfolio Services LLC held 131,342 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,342 shares
    Change vs previous 13F +18,870 shares

    4.55% of the 13F portfolio, value $5,955,049.

    13F-HR 0002073833-26-000004 filed by Investors Portfolio Services 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 112,472 shares
    Change vs previous 13F -6,442 shares

    4.78% of the 13F portfolio, value $5,160,469.

    13F-HR 0002073833-26-000003 filed by Investors Portfolio Services 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 118,914 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $5,076,478.

    13F-HR 0002073833-26-000002 filed by Investors Portfolio Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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