OLIVER LAGORE VANVALIN INVESTMENT GROUP: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OLIVER LAGORE VANVALIN INVESTMENT GROUP on XLU, newest first. How the timeline and the estimate are built.

OLIVER LAGORE VANVALIN INVESTMENT GROUP held 266 XLU shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

period ended2025-06-30
13F 266 shares
Change vs previous 13F -93 shares
0.01% of the 13F portfolio, value $20,982.
13F-HR 0001398344-25-013001 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 359 shares
Change vs previous 13F -2,298 shares
0.01% of the 13F portfolio, value $27,179.
13F-HR 0001398344-25-006386 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,657 shares
Change vs previous 13F -1,767 shares
0.06% of the 13F portfolio, value $214,638.
13F-HR 0001398344-24-019859 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 4,424 shares
Change vs previous 13F -6,263 shares
0.09% of the 13F portfolio, value $301,449.
13F-HR 0001398344-24-014731 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2024-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 10,687 shares
Change vs previous 13F -4,706 shares
0.21% of the 13F portfolio, value $701,584.
13F-HR 0001398344-24-009673 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 15,393 shares
Change vs previous 13F -132,998 shares
0.36% of the 13F portfolio, value $974,826.
13F-HR 0001398344-24-001410 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2024-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 148,391 shares
Change vs previous 13F not available
3.46% of the 13F portfolio, value $8,744,675.
13F-HR 0001398344-23-020359 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2023-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).