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Manhattan West Asset Management, LLC: XLU position timeline

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

Manhattan West Asset Management, LLC held 268,350 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,350 shares
    Change vs previous 13F +13,215 shares

    2.03% of the 13F portfolio, value $12,167,026.

    13F-HR 0001420506-26-001527 filed by Manhattan West Asset 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 255,135 shares
    Change vs previous 13F +19,322 shares

    2.29% of the 13F portfolio, value $11,708,173.

    13F-HR 0001420506-26-001001 filed by Manhattan West Asset 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 235,813 shares
    Change vs previous 13F +117,714 shares

    2.06% of the 13F portfolio, value $10,066,883.

    13F-HR 0001420506-26-000123 filed by Manhattan West Asset 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 118,099 shares
    Change vs previous 13F +5,039 shares

    2.18% of the 13F portfolio, value $10,299,471.

    13F-HR 0001420506-25-003476 filed by Manhattan West Asset 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 113,060 shares
    Change vs previous 13F +90,756 shares

    2.14% of the 13F portfolio, value $9,232,498.

    13F-HR 0001420506-25-002193 filed by Manhattan West Asset 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 22,304 shares
    Change vs previous 13F +307 shares

    0.45% of the 13F portfolio, value $1,758,674.

    13F-HR 0001420506-25-000980 filed by Manhattan West Asset 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 21,997 shares
    Change vs previous 13F +11,704 shares

    0.45% of the 13F portfolio, value $1,664,984.

    13F-HR 0001420506-25-000367 filed by Manhattan West Asset Management, 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 10,293 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $831,458.

    13F-HR 0001420506-24-002542 filed by Manhattan West Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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