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Disclosery

Mechanics Bank Trust Department: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mechanics Bank Trust Department on XLU, newest first. How the timeline and the estimate are built.

Mechanics Bank Trust Department held 37,950 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 37,950 shares
    Change vs previous 13F -10,936 shares

    0.19% of the 13F portfolio, value $1,496,747.

    13F-HR 0001439743-26-000005 filed by Mechanics Bank Trust Department
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,886 shares
    Change vs previous 13F -2,322 shares

    0.27% of the 13F portfolio, value $2,216,490.

    13F-HR 0001439743-26-000003 filed by Mechanics Bank Trust Department
    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 51,208 shares
    Change vs previous 13F -405 shares

    0.33% of the 13F portfolio, value $2,349,935.

    13F-HR 0001439743-26-000002 filed by Mechanics Bank Trust Department
    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 51,613 shares
    Change vs previous 13F +25,753 shares

    0.29% of the 13F portfolio, value $2,203,358.

    13F-HR 0001439743-26-000001 filed by Mechanics Bank Trust Department
    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 25,860 shares
    Change vs previous 13F -785 shares

    0.32% of the 13F portfolio, value $2,255,250.

    13F-HR 0001439743-25-000003 filed by Mechanics Bank Trust Department
    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 26,645 shares
    Change vs previous 13F -1,714 shares

    0.31% of the 13F portfolio, value $2,175,830.

    13F-HR 0001085146-25-003798 filed by Mechanics Bank Trust Department
    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 28,359 shares
    Change vs previous 13F +2,782 shares

    0.31% of the 13F portfolio, value $2,236,106.

    13F-HR 0001085146-25-001939 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,577 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,935,922.

    13F-HR 0001085146-25-000253 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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