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J.Safra Asset Management Corp: XLU position timeline

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

J.Safra Asset Management Corp held 30,548 XLU 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 30,548 shares
    Change vs previous 13F -15,604 shares

    0.06% of the 13F portfolio, value $1,385,033.

    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 46,152 shares
    Change vs previous 13F +122 shares

    0.11% of the 13F portfolio, value $2,117,921.

    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 46,030 shares
    Change vs previous 13F +27,203 shares

    0.1% of the 13F portfolio, value $1,965,024.

    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 18,827 shares
    Change vs previous 13F +2,694 shares

    0.1% of the 13F portfolio, value $1,641,905.

    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 16,133 shares
    Change vs previous 13F +5,352 shares

    0.09% of the 13F portfolio, value $1,317,381.

    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 10,781 shares
    Change vs previous 13F +4,140 shares

    0.07% of the 13F portfolio, value $850,110.

    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 6,641 shares
    Change vs previous 13F -493,287 shares

    0.04% of the 13F portfolio, value $503,122.

    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 499,928 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $40,204,210.

    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).