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Disclosery

John Boyer, Inc.: XLU position timeline

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

John Boyer, Inc. held 18,613 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,613 shares
    Change vs previous 13F +107 shares

    0.73% of the 13F portfolio, value $843,884.

    13F-HR 0001754960-26-000703 filed by John Boyer, 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 18,506 shares
    Change vs previous 13F +104 shares

    0.85% of the 13F portfolio, value $849,266.

    13F-HR 0001754960-26-000702 filed by John Boyer, 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 18,402 shares
    Change vs previous 13F +9,263 shares

    0.8% of the 13F portfolio, value $785,605.

    13F-HR 0001754960-26-000701 filed by John Boyer, 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 9,139 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $797,044.

    13F-HR 0001754960-26-000700 filed by John Boyer, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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