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Moors & Cabot, Inc.: XLU position timeline

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

Moors & Cabot, Inc. held 91,260 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,260 shares
    Change vs previous 13F +7,586 shares

    0.16% of the 13F portfolio, value $4,137,734.

    13F-HR 0001607239-26-000010 filed by Moors & Cabot, 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 83,674 shares
    Change vs previous 13F -349 shares

    0.16% of the 13F portfolio, value $3,839,800.

    13F-HR 0001607239-26-000002 filed by Moors & Cabot, 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 84,023 shares
    Change vs previous 13F +46,132 shares

    0.15% of the 13F portfolio, value $3,586,922.

    13F-HR 0001607239-26-000001 filed by Moors & Cabot, 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 37,891 shares
    Change vs previous 13F +6,282 shares

    0.14% of the 13F portfolio, value $3,304,465.

    13F-HR 0001607239-25-000007 filed by Moors & Cabot, 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 31,609 shares
    Change vs previous 13F +12,018 shares

    0.12% of the 13F portfolio, value $2,581,222.

    13F-HR 0001085146-25-004555 filed by Moors & Cabot, 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 19,591 shares
    Change vs previous 13F +3,335 shares

    0.08% of the 13F portfolio, value $1,544,714.

    13F-HR 0001085146-25-002842 filed by Moors & Cabot, 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 16,256 shares
    Change vs previous 13F +1,367 shares

    0.06% of the 13F portfolio, value $1,230,425.

    13F-HR 0001085146-25-000904 filed by Moors & Cabot, 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 14,889 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,202,707.

    13F-HR 0001085146-24-005476 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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