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Disclosery

Madrid Financial Services: XLU position timeline

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

Madrid Financial Services held 0 XLU shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -170,697 shares

    13F-HR 0002135336-26-000002 filed by Madrid Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 170,697 shares
    Change vs previous 13F +83,951 shares

    5.24% of the 13F portfolio, value $7,287,044.

    13F-HR 0002135336-26-000017 filed by Madrid Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 86,746 shares
    Change vs previous 13F -22,529 shares

    4.73% of the 13F portfolio, value $7,565,115.

    13F-HR 0002135336-26-000016 filed by Madrid Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 109,275 shares
    Change vs previous 13F +2,364 shares

    6.05% of the 13F portfolio, value $8,923,370.

    13F-HR 0002135336-26-000015 filed by Madrid Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 106,911 shares
    Change vs previous 13F +12,255 shares

    6.14% of the 13F portfolio, value $8,429,942.

    13F-HR 0002135336-26-000014 filed by Madrid Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 94,656 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $7,164,519.

    13F-HR 0002135336-26-000013 filed by Madrid Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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