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MAGNOLIA CAPITAL MANAGEMENT LTD: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAGNOLIA CAPITAL MANAGEMENT LTD on XLU, newest first. How the timeline and the estimate are built.

MAGNOLIA CAPITAL MANAGEMENT LTD held 6,790 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,790 shares
    Change vs previous 13F -650 shares

    0.19% of the 13F portfolio, value $268,000.

    13F-HR 0001802361-26-000005 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,440 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $337,000.

    13F-HR 0001802361-26-000004 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,440 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $341,000.

    13F-HR 0001802361-26-000002 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,440 shares
    Change vs previous 13F +3,720 shares

    0.24% of the 13F portfolio, value $318,000.

    13F-HR 0001802361-26-000001 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,720 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $324,000.

    13F-HR 0001802361-25-000006 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,720 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $304,000.

    13F-HR 0001802361-25-000003 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,720 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $293,000.

    13F-HR 0001802361-25-000002 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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