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Nabity-Jensen Investment Management Inc: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nabity-Jensen Investment Management Inc on XLU, newest first. How the timeline and the estimate are built.

Nabity-Jensen Investment Management Inc held 6,000 XLU 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 6,000 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $272,040.

    13F-HR 0002044851-26-000003 filed by Nabity-Jensen Investment 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 6,000 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $275,340.

    13F-HR 0002044851-26-000002 filed by Nabity-Jensen Investment 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 6,000 shares
    Change vs previous 13F +3,000 shares

    0.17% of the 13F portfolio, value $256,140.

    13F-HR 0002044851-26-000001 filed by Nabity-Jensen Investment 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 3,000 shares
    Change vs previous 13F -493 shares

    0.18% of the 13F portfolio, value $261,630.

    13F-HR 0002044851-25-000009 filed by Nabity-Jensen Investment 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 3,493 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $285,238.

    13F-HR 0002044851-25-000006 filed by Nabity-Jensen Investment 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 3,493 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $275,423.

    13F-HR 0002044851-25-000005 filed by Nabity-Jensen Investment 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 3,493 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $264,385.

    13F-HR 0002044851-25-000001 filed by Nabity-Jensen Investment 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 3,493 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $282,165.

    13F-HR 0002044851-24-000001 filed by Nabity-Jensen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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