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Disclosery

Objective Capital Management, LLC: XLU position timeline

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

Objective Capital Management, LLC held 17,651 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,651 shares
    Change vs previous 13F +19 shares

    0.71% of the 13F portfolio, value $800,276.

    13F-HR 0002085853-26-000777 filed by Objective Capital 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 ended2026-03-31
    13F 17,632 shares
    Change vs previous 13F -2,086 shares

    0.82% of the 13F portfolio, value $809,139.

    13F-HR 0002085853-26-000557 filed by Objective Capital 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 ended2025-12-31
    13F 19,718 shares
    Change vs previous 13F +9,877 shares

    0.86% of the 13F portfolio, value $841,775.

    13F-HR 0002085853-26-000200 filed by Objective Capital 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 ended2025-09-30
    13F 9,841 shares
    Change vs previous 13F +28 shares

    0.89% of the 13F portfolio, value $858,214.

    13F-HR 0002085853-25-000196 filed by Objective Capital Management, 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 9,813 shares
    Change vs previous 13F +29 shares

    0.9% of the 13F portfolio, value $801,305.

    13F-HR 0001667731-25-001123 filed by Objective Capital Management, 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 9,784 shares
    Change vs previous 13F +30 shares

    0.98% of the 13F portfolio, value $771,475.

    13F-HR 0001667731-25-000601 filed by Objective Capital Management, 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 9,754 shares
    Change vs previous 13F +34 shares

    0.49% of the 13F portfolio, value $738,287.

    13F-HR 0001667731-25-000345 filed by Objective Capital Management, 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 9,720 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $785,187.

    13F-HR 0001924152-24-000003 filed by Objective Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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