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Jaffetilchin Investment Partners, LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jaffetilchin Investment Partners, LLC on XLU, newest first. How the timeline and the estimate are built.

Jaffetilchin Investment Partners, LLC held 28,388 XLU shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 28,388 shares
    Change vs previous 13F +976 shares

    0.08% of the 13F portfolio, value $1,302,746.

    13F-HR 0001404652-26-000003 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 27,412 shares
    Change vs previous 13F +14,443 shares

    0.07% of the 13F portfolio, value $1,170,237.

    13F-HR 0001404652-26-000001 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 12,969 shares
    Change vs previous 13F +635 shares

    0.07% of the 13F portfolio, value $1,131,049.

    13F-HR 0001404652-25-000007 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 12,334 shares
    Change vs previous 13F +3,819 shares

    0.07% of the 13F portfolio, value $1,007,219.

    13F-HR 0001404652-25-000004 filed by Jaffetilchin Investment Partners, LLC
    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 8,515 shares
    Change vs previous 13F +222 shares

    0.05% of the 13F portfolio, value $671,412.

    13F-HR 0001404652-25-000002 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,293 shares
    Change vs previous 13F +34 shares

    0.05% of the 13F portfolio, value $627,726.

    13F-HR 0001404652-25-000001 filed by Jaffetilchin Investment Partners, LLC
    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 8,259 shares
    Change vs previous 13F -94 shares

    0.05% of the 13F portfolio, value $667,166.

    13F-HR 0001404652-24-000003 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 8,353 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $569,164.

    13F-HR 0001062993-24-014177 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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