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MontVue Capital Management, Inc.: XLC position timeline

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

MontVue Capital Management, Inc. held 17,577 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,577 shares
    Change vs previous 13F +385 shares

    1.08% of the 13F portfolio, value $1,883,036.

    13F-HR 0002085853-26-000867 filed by MontVue Capital 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 17,192 shares
    Change vs previous 13F +545 shares

    1.3% of the 13F portfolio, value $1,905,917.

    13F-HR 0002085853-26-000395 filed by MontVue Capital 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 16,647 shares
    Change vs previous 13F -113 shares

    1.3% of the 13F portfolio, value $1,959,697.

    13F-HR 0002085853-26-000106 filed by MontVue Capital 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 16,760 shares
    Change vs previous 13F -1,525 shares

    1.33% of the 13F portfolio, value $1,983,894.

    13F-HR 0002085853-25-000202 filed by MontVue Capital 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 18,285 shares
    Change vs previous 13F -947 shares

    1.41% of the 13F portfolio, value $1,984,483.

    13F-HR 0001667731-25-000843 filed by MontVue Capital 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 19,232 shares
    Change vs previous 13F -742 shares

    1.48% of the 13F portfolio, value $1,854,937.

    13F-HR 0001667731-25-000542 filed by MontVue Capital 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 19,974 shares
    Change vs previous 13F -260 shares

    1.47% of the 13F portfolio, value $1,933,693.

    13F-HR 0001667731-25-000160 filed by MontVue Capital 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 20,234 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,829,163.

    13F-HR 0002008758-24-000005 filed by MontVue Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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