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Disclosery

MORTON COMMUNITY BANK: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORTON COMMUNITY BANK on XLU, newest first. How the timeline and the estimate are built.

MORTON COMMUNITY BANK held 176,710 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,710 shares
    Change vs previous 13F +6,531 shares

    1.63% of the 13F portfolio, value $8,012,031.

    13F-HR 0002011821-26-000003 filed by MORTON COMMUNITY BANK
    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 170,179 shares
    Change vs previous 13F +633 shares

    1.7% of the 13F portfolio, value $7,809,514.

    13F-HR 0002011821-26-000002 filed by MORTON COMMUNITY BANK
    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 169,546 shares
    Change vs previous 13F +89,032 shares

    1.58% of the 13F portfolio, value $7,332,865.

    13F-HR 0002011821-26-000001 filed by MORTON COMMUNITY BANK
    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 80,514 shares
    Change vs previous 13F -12,294 shares

    1.66% of the 13F portfolio, value $7,173,797.

    13F-HR 0002011821-25-000007 filed by MORTON COMMUNITY BANK
    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 92,808 shares
    Change vs previous 13F -103 shares

    1.88% of the 13F portfolio, value $7,578,701.

    13F-HR 0002011821-25-000005 filed by MORTON COMMUNITY BANK
    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 92,911 shares
    Change vs previous 13F +7,554 shares

    1.92% of the 13F portfolio, value $7,326,032.

    13F-HR 0002011821-25-000004 filed by MORTON COMMUNITY BANK
    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 85,357 shares
    Change vs previous 13F +30 shares

    1.71% of the 13F portfolio, value $6,460,671.

    13F-HR 0002011821-25-000001 filed by MORTON COMMUNITY BANK
    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 85,327 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $6,892,715.

    13F-HR 0002011821-24-000005 filed by MORTON COMMUNITY BANK
    Filed (acceptance time not in the bulk data set), ingested

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