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LCM Capital Management Inc: XLU position timeline

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

LCM Capital Management Inc held 74,662 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,662 shares
    Change vs previous 13F +918 shares

    1.48% of the 13F portfolio, value $3,385,166.

    13F-HR 0001861752-26-000003 filed by LCM Capital Management 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 73,744 shares
    Change vs previous 13F +278 shares

    1.7% of the 13F portfolio, value $3,384,119.

    13F-HR 0001861752-26-000002 filed by LCM Capital Management 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 73,466 shares
    Change vs previous 13F +35,838 shares

    1.52% of the 13F portfolio, value $3,136,270.

    13F-HR 0001861752-26-000001 filed by LCM Capital Management 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 37,628 shares
    Change vs previous 13F +36 shares

    1.57% of the 13F portfolio, value $3,281,515.

    13F-HR 0001861752-25-000006 filed by LCM Capital Management Inc
    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 37,592 shares
    Change vs previous 13F +177 shares

    1.6% of the 13F portfolio, value $3,069,794.

    13F-HR 0001861752-25-000004 filed by LCM Capital Management Inc
    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 37,415 shares
    Change vs previous 13F +212 shares

    1.73% of the 13F portfolio, value $2,950,184.

    13F-HR 0001861752-25-000003 filed by LCM Capital Management Inc
    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 37,203 shares
    Change vs previous 13F +60 shares

    1.59% of the 13F portfolio, value $2,815,887.

    13F-HR 0001861752-25-000001 filed by LCM Capital Management Inc
    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 37,143 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,000,380.

    13F-HR 0001861752-24-000005 filed by LCM Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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