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LGL PARTNERS, LLC: XLU position timeline

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

LGL PARTNERS, LLC held 6,089 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,089 shares
    Change vs previous 13F +39 shares

    0.1% of the 13F portfolio, value $276,058.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, 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 6,050 shares
    Change vs previous 13F +39 shares

    0.11% of the 13F portfolio, value $277,651.

    13F-HR 0001653202-26-000002 filed by LGL PARTNERS, 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 6,011 shares
    Change vs previous 13F +3,028 shares

    0.11% of the 13F portfolio, value $256,618.

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, 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 2,983 shares
    Change vs previous 13F +19 shares

    0.11% of the 13F portfolio, value $260,182.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, 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 2,964 shares
    Change vs previous 13F +20 shares

    0.11% of the 13F portfolio, value $256,506.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, 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 2,944 shares
    Change vs previous 13F +22 shares

    0.11% of the 13F portfolio, value $232,102.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, 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 2,922 shares
    Change vs previous 13F -126 shares

    0.03% of the 13F portfolio, value $221,129.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, 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 3,048 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $246,186.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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