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Naples Money Management LLC: XLU position timeline

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

Naples Money Management LLC held 1,257 XLU shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,257 shares
    Change vs previous 13F -143 shares

    0.09% of the 13F portfolio, value $101,540.

    13F-HR 0002008660-24-000005 filed by Naples Money Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 1,400 shares
    Change vs previous 13F +143 shares

    0.08% of the 13F portfolio, value $94,738.

    13F-HR 0002008660-24-000004 filed by Naples Money Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 1,257 shares
    Change vs previous 13F -77 shares

    0.08% of the 13F portfolio, value $82,522.

    13F-HR 0002008660-24-000003 filed by Naples Money Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 1,334 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $84,482.

    13F-HR 0002008660-24-000001 filed by Naples Money Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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