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
- period ended2026-06-3013F 886,360 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 892,374 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 861,501 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 832,411 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 804,714 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 775,515 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 750,924 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 728,670 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).