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Leeward Investments, LLC - MA: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leeward Investments, LLC - MA on XEL, newest first. How the timeline and the estimate are built.

Leeward Investments, LLC - MA held 106,608 XEL 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 106,608 shares
    Change vs previous 13F +2,572 shares

    0.39% of the 13F portfolio, value $8,560,633.

    13F-HR 0001923173-26-000003 filed by Leeward Investments, LLC - MA
    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 104,036 shares
    Change vs previous 13F -3,536 shares

    0.41% of the 13F portfolio, value $8,264,636.

    13F-HR 0001923173-26-000002 filed by Leeward Investments, LLC - MA
    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 107,572 shares
    Change vs previous 13F -31,447 shares

    0.4% of the 13F portfolio, value $7,945,286.

    13F-HR 0001923173-26-000001 filed by Leeward Investments, LLC - MA
    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 139,019 shares
    Change vs previous 13F -5,046 shares

    0.57% of the 13F portfolio, value $11,211,858.

    13F-HR 0001923173-25-000003 filed by Leeward Investments, LLC - MA
    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 144,065 shares
    Change vs previous 13F -2,570 shares

    0.52% of the 13F portfolio, value $9,810,822.

    13F-HR 0001085146-25-004377 filed by Leeward Investments, LLC - MA
    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 146,635 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $10,380,270.

    13F-HR 0001085146-25-002401 filed by Leeward Investments, LLC - MA
    Filed (acceptance time not in the bulk data set), ingested

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