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MERIDIAN INVESTMENT COUNSEL INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERIDIAN INVESTMENT COUNSEL INC. on XLU, newest first. How the timeline and the estimate are built.

MERIDIAN INVESTMENT COUNSEL INC. held 134,975 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 134,975 shares
    Change vs previous 13F -23,670 shares

    1.24% of the 13F portfolio, value $5,323,428.

    13F-HR 0001427351-26-000013 filed by MERIDIAN INVESTMENT COUNSEL INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 158,645 shares
    Change vs previous 13F -1,993 shares

    1.54% of the 13F portfolio, value $7,192,980.

    13F-HR 0001427351-26-000006 filed by MERIDIAN INVESTMENT COUNSEL INC.
    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 160,638 shares
    Change vs previous 13F +3,455 shares

    1.76% of the 13F portfolio, value $7,371,694.

    13F-HR 0001427351-26-000004 filed by MERIDIAN INVESTMENT COUNSEL INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 157,183 shares
    Change vs previous 13F +78,258 shares

    1.62% of the 13F portfolio, value $6,710,157.

    13F-HR 0001427351-26-000002 filed by MERIDIAN INVESTMENT COUNSEL INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 78,925 shares
    Change vs previous 13F +1,578 shares

    1.7% of the 13F portfolio, value $6,883,020.

    13F-HR 0001427351-25-000012 filed by MERIDIAN INVESTMENT COUNSEL INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 77,347 shares
    Change vs previous 13F +1,903 shares

    1.72% of the 13F portfolio, value $6,316,123.

    13F-HR 0001427351-25-000008 filed by MERIDIAN INVESTMENT COUNSEL INC.
    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 75,444 shares
    Change vs previous 13F +1,872 shares

    1.75% of the 13F portfolio, value $5,948,796.

    13F-HR 0001427351-25-000005 filed by MERIDIAN INVESTMENT COUNSEL INC.
    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 73,572 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $5,568,683.

    13F-HR 0001427351-25-000002 filed by MERIDIAN INVESTMENT COUNSEL INC.
    Filed (acceptance time not in the bulk data set), ingested

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