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Disclosery

Mount Lucas Management LP: XLU position timeline

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

Mount Lucas Management LP held 16,257 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 16,257 shares
    Change vs previous 13F -284 shares

    0.26% of the 13F portfolio, value $737,092.

    13F-HR 0001140361-26-031910 filed by Mount Lucas Management LP
    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 16,541 shares
    Change vs previous 13F +833 shares

    0.28% of the 13F portfolio, value $759,066.

    13F-HR 0001140361-26-019022 filed by Mount Lucas Management LP
    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 15,708 shares
    Change vs previous 13F +7,710 shares

    0.3% of the 13F portfolio, value $670,575.

    13F-HR 0001140361-26-003806 filed by Mount Lucas Management LP
    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 7,998 shares
    Change vs previous 13F +204 shares

    0.31% of the 13F portfolio, value $697,506.

    13F-HR 0001140361-25-041412 filed by Mount Lucas Management LP
    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 7,794 shares
    Change vs previous 13F -353 shares

    0.3% of the 13F portfolio, value $636,458.

    13F-HR 0001140361-25-030098 filed by Mount Lucas Management LP
    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 8,147 shares
    Change vs previous 13F +131 shares

    0.3% of the 13F portfolio, value $642,391.

    13F-HR 0001140361-25-017463 filed by Mount Lucas Management LP
    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 8,016 shares
    Change vs previous 13F -1,027 shares

    0.21% of the 13F portfolio, value $606,731.

    13F-HR 0001140361-25-003529 filed by Mount Lucas Management LP
    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 9,043 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $730,494.

    13F-HR 0001140361-24-045415 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

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