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Kraft, Davis & Associates, LLC: XLU position timeline

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

Kraft, Davis & Associates, LLC held 5,968 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,968 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $270,858.

    13F-HR 0001919438-26-000009 filed by Kraft, Davis & Associates, 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 5,968 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $278,377.

    13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, 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 5,968 shares
    Change vs previous 13F +2,984 shares

    0.06% of the 13F portfolio, value $255,639.

    13F-HR 0001919438-26-000002 filed by Kraft, Davis & Associates, 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 2,984 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $267,978.

    13F-HR 0001919438-25-000008 filed by Kraft, Davis & Associates, 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 2,984 shares
    Change vs previous 13F -1,270 shares

    0.07% of the 13F portfolio, value $249,522.

    13F-HR 0001085146-25-004232 filed by Kraft, Davis & Associates, 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 4,254 shares
    Change vs previous 13F -10,983 shares

    0.11% of the 13F portfolio, value $331,897.

    13F-HR 0001085146-25-002305 filed by Kraft, Davis & Associates, 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 15,237 shares
    Change vs previous 13F -11,770 shares

    0.34% of the 13F portfolio, value $1,206,576.

    13F-HR 0001085146-25-001214 filed by Kraft, Davis & Associates, 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 27,007 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,161,095.

    13F-HR 0001085146-24-005450 filed by Kraft, Davis & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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