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NVWM, LLC: XLU position timeline

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

NVWM, LLC held 16,872 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,872 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $764,977.

    13F-HR 0001697274-26-000003 filed by NVWM, 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 16,850 shares
    Change vs previous 13F +405 shares

    0.17% of the 13F portfolio, value $773,247.

    13F-HR 0001697274-26-000002 filed by NVWM, 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 16,445 shares
    Change vs previous 13F +9,011 shares

    0.15% of the 13F portfolio, value $702,037.

    13F-HR 0001697274-26-000001 filed by NVWM, 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 7,434 shares
    Change vs previous 13F -74 shares

    0.15% of the 13F portfolio, value $648,319.

    13F-HR 0001697274-25-000005 filed by NVWM, 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 7,508 shares
    Change vs previous 13F +78 shares

    0.15% of the 13F portfolio, value $613,103.

    13F-HR 0001697274-25-000004 filed by NVWM, 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 7,430 shares
    Change vs previous 13F -11,062 shares

    0.16% of the 13F portfolio, value $585,855.

    13F-HR 0001697274-25-000003 filed by NVWM, LLC
    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 18,492 shares
    Change vs previous 13F -766 shares

    0.35% of the 13F portfolio, value $1,399,659.

    13F-HR 0001697274-25-000001 filed by NVWM, 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 19,258 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,555,661.

    13F-HR 0001697274-24-000005 filed by NVWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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