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MONETARY MANAGEMENT GROUP INC: XLU position timeline

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

MONETARY MANAGEMENT GROUP INC held 20,304 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 20,304 shares
    Change vs previous 13F -100 shares

    0.19% of the 13F portfolio, value $920,583.

    13F-HR 0001214659-26-009971 filed by MONETARY MANAGEMENT GROUP 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 20,404 shares
    Change vs previous 13F +800 shares

    0.22% of the 13F portfolio, value $936,340.

    13F-HR 0001214659-26-006077 filed by MONETARY MANAGEMENT GROUP 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 19,604 shares
    Change vs previous 13F +10,502 shares

    0.19% of the 13F portfolio, value $836,895.

    13F-HR 0001214659-26-001476 filed by MONETARY MANAGEMENT GROUP 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 9,102 shares
    Change vs previous 13F -30 shares

    0.18% of the 13F portfolio, value $793,785.

    13F-HR 0001214659-25-016301 filed by MONETARY MANAGEMENT GROUP 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 9,132 shares
    Change vs previous 13F +462 shares

    0.18% of the 13F portfolio, value $745,719.

    13F-HR 0001214659-25-012119 filed by MONETARY MANAGEMENT GROUP 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 8,670 shares
    Change vs previous 13F -300 shares

    0.18% of the 13F portfolio, value $683,629.

    13F-HR 0001214659-25-007559 filed by MONETARY MANAGEMENT GROUP 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 8,970 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $678,939.

    13F-HR 0001214659-25-002536 filed by MONETARY MANAGEMENT GROUP 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 8,970 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $724,597.

    13F-HR 0001214659-24-018830 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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