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Disclosery

OBSIDIAN CIO, LLC: XLU position timeline

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

OBSIDIAN CIO, LLC held 241 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241 shares
    Change vs previous 13F +241 shares

    0.01% of the 13F portfolio, value $10,927.

    13F-HR 0001843581-26-000006 filed by OBSIDIAN CIO, 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 0 shares
    Change vs previous 13F -20 shares

    13F-HR 0001843581-26-000004 filed by OBSIDIAN CIO, 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.

  3. period ended2025-12-31
    13F 20 shares
    Change vs previous 13F -3,113 shares

    <0.01% of the 13F portfolio, value $854.

    13F-HR 0001843581-26-000003 filed by OBSIDIAN CIO, 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 3,133 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $273,227.

    13F-HR 0001843581-25-000007 filed by OBSIDIAN CIO, 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 3,127 shares
    Change vs previous 13F -29 shares

    0.04% of the 13F portfolio, value $255,317.

    13F-HR 0001843581-25-000006 filed by OBSIDIAN CIO, 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 3,156 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $248,829.

    13F-HR 0001843581-25-000004 filed by OBSIDIAN CIO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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