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Measured Risk Portfolios, Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Measured Risk Portfolios, Inc. on XLU, newest first. How the timeline and the estimate are built.

Measured Risk Portfolios, Inc. held 7,188 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 7,188 shares
    Change vs previous 13F -181 shares

    0.29% of the 13F portfolio, value $325,904.

    13F-HR 0001576704-26-000012 filed by Measured Risk Portfolios, Inc.
    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 7,369 shares
    Change vs previous 13F -722 shares

    0.37% of the 13F portfolio, value $338,163.

    13F-HR 0001576704-26-000008 filed by Measured Risk Portfolios, Inc.
    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 8,091 shares
    Change vs previous 13F +4,043 shares

    0.4% of the 13F portfolio, value $345,405.

    13F-HR 0001576704-26-000006 filed by Measured Risk Portfolios, Inc.
    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 4,048 shares
    Change vs previous 13F -45 shares

    0.38% of the 13F portfolio, value $353,026.

    13F-HR 0001576704-25-000016 filed by Measured Risk Portfolios, Inc.
    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 4,093 shares
    Change vs previous 13F +16 shares

    0.37% of the 13F portfolio, value $334,234.

    13F-HR 0001576704-25-000011 filed by Measured Risk Portfolios, Inc.
    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 4,077 shares
    Change vs previous 13F -321 shares

    0.34% of the 13F portfolio, value $321,471.

    13F-HR 0001576704-25-000009 filed by Measured Risk Portfolios, Inc.
    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 4,398 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $332,885.

    13F-HR 0001576704-25-000005 filed by Measured Risk Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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