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McCollum Christoferson Group LLC: XLU position timeline

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

McCollum Christoferson Group LLC held 51,775 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,775 shares
    Change vs previous 13F +1,310 shares

    0.6% of the 13F portfolio, value $2,042,006.

    13F-HR 0001727573-26-000012 filed by McCollum Christoferson Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,465 shares
    Change vs previous 13F +1,525 shares

    0.67% of the 13F portfolio, value $2,288,083.

    13F-HR 0001727573-26-000006 filed by McCollum Christoferson Group LLC
    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 48,940 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,245,857.

    13F-HR 0001727573-26-000004 filed by McCollum Christoferson Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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