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Disclosery

KG Capital Management: XLU position timeline

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

KG Capital Management held 10,451 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 10,451 shares
    Change vs previous 13F +224 shares

    0.28% of the 13F portfolio, value $473,834.

    13F-HR 0001771687-26-000006 filed by KG Capital Management
    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 10,227 shares
    Change vs previous 13F -927 shares

    0.34% of the 13F portfolio, value $469,308.

    13F-HR 0001771687-26-000004 filed by KG Capital Management
    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 11,154 shares
    Change vs previous 13F +5,596 shares

    0.12% of the 13F portfolio, value $476,151.

    13F-HR 0001771687-26-000001 filed by KG Capital Management
    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 5,558 shares
    Change vs previous 13F -150 shares

    0.13% of the 13F portfolio, value $484,701.

    13F-HR 0001771687-25-000002 filed by KG Capital Management
    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 5,708 shares
    Change vs previous 13F +34 shares

    0.14% of the 13F portfolio, value $466,131.

    13F-HR 0001085146-25-003909 filed by KG Capital Management
    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 5,674 shares
    Change vs previous 13F +321 shares

    0.14% of the 13F portfolio, value $447,361.

    13F-HR 0001085146-25-002294 filed by KG Capital Management
    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 5,353 shares
    Change vs previous 13F +573 shares

    0.13% of the 13F portfolio, value $405,135.

    13F-HR 0001085146-25-000448 filed by KG Capital Management
    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 4,780 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $386,114.

    13F-HR 0001085146-24-005221 filed by KG Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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