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Disclosery

M1 Capital Management LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M1 Capital Management LLC on XLU, newest first. How the timeline and the estimate are built.

M1 Capital Management LLC held 41,753 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,753 shares
    Change vs previous 13F +115 shares

    0.7% of the 13F portfolio, value $1,893,071.

    13F-HR 0001976157-26-000004 filed by M1 Capital Management 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 41,638 shares
    Change vs previous 13F +111 shares

    0.88% of the 13F portfolio, value $1,910,785.

    13F-HR 0001976157-26-000002 filed by M1 Capital Management 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 41,527 shares
    Change vs previous 13F +19,126 shares

    0.74% of the 13F portfolio, value $1,772,792.

    13F-HR 0001976157-26-000001 filed by M1 Capital Management 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 22,401 shares
    Change vs previous 13F -48 shares

    0.84% of the 13F portfolio, value $1,953,570.

    13F-HR 0001976157-25-000008 filed by M1 Capital Management 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 22,449 shares
    Change vs previous 13F +14 shares

    0.92% of the 13F portfolio, value $1,833,145.

    13F-HR 0001976157-25-000004 filed by M1 Capital Management 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 22,435 shares
    Change vs previous 13F +75 shares

    1.11% of the 13F portfolio, value $1,769,014.

    13F-HR 0001976157-25-000003 filed by M1 Capital Management 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 22,360 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,692,445.

    13F-HR 0001976157-25-000002 filed by M1 Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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