Skip to content

J.Safra Asset Management Corp: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.Safra Asset Management Corp on XLC, newest first. How the timeline and the estimate are built.

J.Safra Asset Management Corp held 886,360 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 886,360 shares
    Change vs previous 13F -6,014 shares

    4.37% of the 13F portfolio, value $94,955,740.

    13F-HR 0001535293-26-000005 filed by J.Safra Asset Management Corp
    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 892,374 shares
    Change vs previous 13F +30,873 shares

    5.33% of the 13F portfolio, value $98,928,585.

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    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 861,501 shares
    Change vs previous 13F +29,090 shares

    5.32% of the 13F portfolio, value $101,415,955.

    13F-HR 0001535293-26-000001 filed by J.Safra Asset Management Corp
    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 832,411 shares
    Change vs previous 13F +27,697 shares

    5.99% of the 13F portfolio, value $98,532,500.

    13F-HR 0001535293-25-000006 filed by J.Safra Asset Management Corp
    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 804,714 shares
    Change vs previous 13F +29,199 shares

    6.08% of the 13F portfolio, value $87,335,570.

    13F-HR/A 0001535293-25-000008 filed by J.Safra Asset Management Corp
    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/A 775,515 shares
    Change vs previous 13F +24,591 shares

    6.08% of the 13F portfolio, value $74,798,390.

    13F-HR/A 0001535293-25-000007 filed by J.Safra Asset Management Corp
    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 750,924 shares
    Change vs previous 13F +22,254 shares

    5.93% of the 13F portfolio, value $72,937,248.

    13F-HR 0001535293-25-000001 filed by J.Safra Asset Management Corp
    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 728,670 shares
    Change vs previous 13F not available

    6.23% of the 13F portfolio, value $65,587,587.

    13F-HR 0001535293-24-000006 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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