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Disclosery

NFSG Corp: XLU position timeline

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

NFSG Corp held 1,683 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 1,683 shares
    Change vs previous 13F -1,186 shares

    0.01% of the 13F portfolio, value $76,295.

    13F-HR 0001879757-26-000007 filed by NFSG Corp
    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 2,869 shares
    Change vs previous 13F -253 shares

    0.02% of the 13F portfolio, value $131,649.

    13F-HR 0001879757-26-000005 filed by NFSG Corp
    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 3,122 shares
    Change vs previous 13F -3,536 shares

    0.02% of the 13F portfolio, value $133,274.

    13F-HR 0001879757-26-000001 filed by NFSG Corp
    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 6,658 shares
    Change vs previous 13F -719 shares

    0.09% of the 13F portfolio, value $580,653.

    13F-HR 0001879757-25-000004 filed by NFSG Corp
    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 7,377 shares
    Change vs previous 13F +5,089 shares

    0.1% of the 13F portfolio, value $602,335.

    13F-HR 0001879757-25-000002 filed by NFSG Corp
    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 2,288 shares
    Change vs previous 13F -549 shares

    0.04% of the 13F portfolio, value $180,419.

    13F-HR 0001879757-25-000001 filed by NFSG Corp
    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 2,837 shares
    Change vs previous 13F +177 shares

    0.06% of the 13F portfolio, value $214,732.

    13F-HR 0001883134-25-000002 filed by NFSG Corp
    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 2,660 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $214,849.

    13F-HR 0001879757-24-000009 filed by NFSG Corp
    Filed (acceptance time not in the bulk data set), ingested

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