Skip to content
Disclosery

Moloney Securities Asset Management, LLC: XLU position timeline

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

Moloney Securities Asset Management, LLC held 17,428 XLU shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,428 shares
    Change vs previous 13F +10,113 shares

    0.18% of the 13F portfolio, value $1,519,862.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 7,315 shares
    Change vs previous 13F +2,917 shares

    0.07% of the 13F portfolio, value $597,306.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,398 shares
    Change vs previous 13F -5,414 shares

    0.05% of the 13F portfolio, value $346,811.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 9,812 shares
    Change vs previous 13F +168 shares

    0.1% of the 13F portfolio, value $742,678.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 9,644 shares
    Change vs previous 13F -1,500 shares

    0.1% of the 13F portfolio, value $779,026.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 11,144 shares
    Change vs previous 13F +245 shares

    0.11% of the 13F portfolio, value $759,366.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 10,899 shares
    Change vs previous 13F +215 shares

    0.11% of the 13F portfolio, value $715,502.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 10,684 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $676,635.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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