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Disclosery

L.M. KOHN & COMPANY: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on XLU, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 12,565 XLU shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,565 shares
    Change vs previous 13F +374 shares

    1.32% of the 13F portfolio, value $1,095,750.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,191 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $995,491.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,189 shares
    Change vs previous 13F +784 shares

    0.25% of the 13F portfolio, value $961,088.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 11,405 shares
    Change vs previous 13F -7,101 shares

    0.22% of the 13F portfolio, value $863,234.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 18,506 shares
    Change vs previous 13F -2,802 shares

    0.38% of the 13F portfolio, value $1,494,922.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 21,308 shares
    Change vs previous 13F +9,282 shares

    0.39% of the 13F portfolio, value $1,451,958.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 12,026 shares
    Change vs previous 13F -5,006 shares

    0.22% of the 13F portfolio, value $789,475.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 17,032 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,078,621.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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