Skip to content
Disclosery

J2 Capital Management Inc: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J2 Capital Management Inc on XLU, newest first. How the timeline and the estimate are built.

J2 Capital Management Inc held 12,000 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,000 shares
    Change vs previous 13F -27 shares

    0.37% of the 13F portfolio, value $544,080.

    13F-HR 0001586882-26-000004 filed by J2 Capital Management Inc
    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 12,027 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $551,919.

    13F-HR 0001586882-26-000002 filed by J2 Capital Management Inc
    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 12,027 shares
    Change vs previous 13F +6,000 shares

    0.37% of the 13F portfolio, value $513,433.

    13F-HR 0001586882-26-000001 filed by J2 Capital Management Inc
    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 6,027 shares
    Change vs previous 13F -1,490 shares

    0.4% of the 13F portfolio, value $525,615.

    13F-HR 0001586882-25-000005 filed by J2 Capital Management Inc
    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 7,517 shares
    Change vs previous 13F +1,517 shares

    0.49% of the 13F portfolio, value $613,838.

    13F-HR 0001586882-25-000002 filed by J2 Capital Management Inc
    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 6,000 shares
    Change vs previous 13F -2,862 shares

    0.43% of the 13F portfolio, value $473,100.

    13F-HR 0001667731-25-000381 filed by J2 Capital Management Inc
    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 8,862 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $670,765.

    13F-HR 0001667731-25-000041 filed by J2 Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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