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Disclosery

J. Goldman & Co LP: XLU position timeline

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

J. Goldman & Co LP held 34,681 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 34,681 shares
    Change vs previous 13F +6,981 shares

    0.06% of the 13F portfolio, value $1,572,437.

    13F-HR 0001412741-26-000003 filed by J. Goldman & Co LP
    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 27,700 shares
    Change vs previous 13F +7,977 shares

    0.06% of the 13F portfolio, value $1,271,153.

    13F-HR 0001412741-26-000002 filed by J. Goldman & Co LP
    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 19,723 shares
    Change vs previous 13F +1,882 shares

    0.03% of the 13F portfolio, value $841,975.

    13F-HR 0001412741-26-000001 filed by J. Goldman & Co LP
    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 17,841 shares
    Change vs previous 13F +17,841 shares

    0.06% of the 13F portfolio, value $1,555,914.

    13F-HR 0001412741-25-000008 filed by J. Goldman & Co LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -32,167 shares

    13F-HR 0001085146-25-003196 filed by J. Goldman & Co LP
    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.

  6. period ended2024-12-31
    13F 32,167 shares
    Change vs previous 13F +25,220 shares

    0.09% of the 13F portfolio, value $2,434,720.

    13F-HR 0001085146-25-001524 filed by J. Goldman & Co LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 6,947 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $561,179.

    13F-HR 0001085146-24-005778 filed by J. Goldman & Co LP
    Filed (acceptance time not in the bulk data set), ingested

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