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Disclosery

JBR Co Financial Management Inc: XLU position timeline

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

JBR Co Financial Management Inc held 26,007 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,007 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,164,333.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,007 shares
    Change vs previous 13F -1,705 shares

    0.43% of the 13F portfolio, value $1,179,157.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial 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 ended2026-03-31
    13F 27,712 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,183,025.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial 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 ended2025-12-31
    13F 27,712 shares
    Change vs previous 13F +12,636 shares

    0.5% of the 13F portfolio, value $1,183,025.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial 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 ended2025-09-30
    13F 15,076 shares
    Change vs previous 13F -2,410 shares

    0.56% of the 13F portfolio, value $1,314,778.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial 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 ended2025-06-30
    13F 17,486 shares
    Change vs previous 13F +175 shares

    0.7% of the 13F portfolio, value $1,427,907.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial 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 ended2025-03-31
    13F 17,311 shares
    Change vs previous 13F +85 shares

    0.8% of the 13F portfolio, value $1,364,972.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,226 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,303,836.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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