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Disclosery

New Harbor Financial Group, LLC: XLU position timeline

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

New Harbor Financial Group, LLC held 597,390 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 597,390 shares
    Change vs previous 13F +34,710 shares

    4.31% of the 13F portfolio, value $27,085,663.

    13F-HR 0001548577-26-000005 filed by New Harbor Financial Group, LLC
    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 562,680 shares
    Change vs previous 13F +25,806 shares

    4.69% of the 13F portfolio, value $25,821,385.

    13F-HR 0001548577-26-000004 filed by New Harbor Financial Group, LLC
    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 536,874 shares
    Change vs previous 13F +283,179 shares

    4.2% of the 13F portfolio, value $22,919,151.

    13F-HR 0001548577-26-000001 filed by New Harbor Financial Group, LLC
    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 253,695 shares
    Change vs previous 13F +7,754 shares

    4.48% of the 13F portfolio, value $22,124,741.

    13F-HR 0001548577-25-000003 filed by New Harbor Financial Group, LLC
    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 245,941 shares
    Change vs previous 13F +245,941 shares

    4.61% of the 13F portfolio, value $20,083,542.

    13F-HR 0001085146-25-005030 filed by New Harbor Financial Group, LLC
    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 0 shares
    Change vs previous 13F -319,538 shares

    13F-HR 0001085146-25-003092 filed by New Harbor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 319,538 shares
    Change vs previous 13F +1,667 shares

    7.21% of the 13F portfolio, value $24,185,856.

    13F-HR 0001172661-25-000254 filed by New Harbor Financial Group, LLC
    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 317,871 shares
    Change vs previous 13F not available

    7.39% of the 13F portfolio, value $25,677,631.

    13F-HR 0001172661-24-004279 filed by New Harbor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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