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Disclosery

&PARTNERS: XLU position timeline

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

&PARTNERS held 318,954 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 318,954 shares
    Change vs previous 13F -961 shares

    0.06% of the 13F portfolio, value $14,464,018.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 319,915 shares
    Change vs previous 13F +55,679 shares

    0.07% of the 13F portfolio, value $14,678,446.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 264,236 shares
    Change vs previous 13F +146,640 shares

    0.06% of the 13F portfolio, value $11,495,987.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 117,596 shares
    Change vs previous 13F +16,757 shares

    0.07% of the 13F portfolio, value $10,254,310.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 100,839 shares
    Change vs previous 13F +13,044 shares

    0.06% of the 13F portfolio, value $8,231,561.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 87,795 shares
    Change vs previous 13F +9,071 shares

    0.07% of the 13F portfolio, value $6,846,276.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 78,724 shares
    Change vs previous 13F +24,924 shares

    0.07% of the 13F portfolio, value $6,068,030.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 53,800 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,345,943.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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