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Mesirow Financial Investment Management, Inc.: XLU position timeline

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

Mesirow Financial Investment Management, Inc. held 18,234 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,234 shares
    Change vs previous 13F +557 shares

    0.01% of the 13F portfolio, value $826,740.

    13F-HR 0001469475-26-000004 filed by Mesirow Financial Investment Management, 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 17,677 shares
    Change vs previous 13F +3,850 shares

    0.01% of the 13F portfolio, value $811,166.

    13F-HR 0001469475-26-000002 filed by Mesirow Financial Investment Management, 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 13,827 shares
    Change vs previous 13F +5,507 shares

    0.01% of the 13F portfolio, value $590,277.

    13F-HR 0001469475-26-000001 filed by Mesirow Financial Investment Management, 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 8,320 shares
    Change vs previous 13F -260 shares

    0.01% of the 13F portfolio, value $725,580.

    13F-HR 0001469475-25-000002 filed by Mesirow Financial Investment Management, 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 8,580 shares
    Change vs previous 13F +426 shares

    0.01% of the 13F portfolio, value $700,744.

    13F-HR 0001085146-25-004477 filed by Mesirow Financial Investment Management, 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 8,154 shares
    Change vs previous 13F +150 shares

    0.01% of the 13F portfolio, value $642,892.

    13F-HR 0001085146-25-002744 filed by Mesirow Financial Investment Management, 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 8,004 shares
    Change vs previous 13F -370 shares

    0.01% of the 13F portfolio, value $605,802.

    13F-HR 0001085146-25-000865 filed by Mesirow Financial Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,374 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $676,454.

    13F-HR 0001085146-24-005312 filed by Mesirow Financial Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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