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Disclosery

Keel Point, LLC: XLU position timeline

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

Keel Point, LLC held 27,139 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,139 shares
    Change vs previous 13F +3,309 shares

    0.07% of the 13F portfolio, value $1,230,468.

    13F-HR 0001386935-26-000003 filed by Keel Point, LLC
    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 23,830 shares
    Change vs previous 13F +2,057 shares

    0.07% of the 13F portfolio, value $1,093,544.

    13F-HR 0001386935-26-000002 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 21,773 shares
    Change vs previous 13F +7,577 shares

    0.06% of the 13F portfolio, value $929,501.

    13F-HR 0001386935-26-000001 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,196 shares
    Change vs previous 13F +3,304 shares

    0.08% of the 13F portfolio, value $1,238,033.

    13F-HR 0001386935-25-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,892 shares
    Change vs previous 13F +600 shares

    0.06% of the 13F portfolio, value $889,441.

    13F-HR 0001386935-25-000004 filed by Keel Point, LLC
    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 10,292 shares
    Change vs previous 13F +1,066 shares

    0.06% of the 13F portfolio, value $811,524.

    13F-HR 0001386935-25-000002 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,226 shares
    Change vs previous 13F +204 shares

    0.06% of the 13F portfolio, value $698,316.

    13F-HR 0001386935-25-000001 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,022 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $728,797.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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