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PEAPACK GLADSTONE FINANCIAL CORP: XLU position timeline

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

PEAPACK GLADSTONE FINANCIAL CORP held 237,641 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 237,641 shares
    Change vs previous 13F +1,065 shares

    0.12% of the 13F portfolio, value $10,775,000.

    13F-HR 0001050743-26-000010 filed by PEAPACK GLADSTONE FINANCIAL CORP
    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 236,576 shares
    Change vs previous 13F -143 shares

    0.14% of the 13F portfolio, value $10,857,000.

    13F-HR 0001050743-26-000007 filed by PEAPACK GLADSTONE FINANCIAL CORP
    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 236,719 shares
    Change vs previous 13F +118,514 shares

    0.13% of the 13F portfolio, value $10,106,000.

    13F-HR 0001050743-26-000004 filed by PEAPACK GLADSTONE FINANCIAL CORP
    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 118,205 shares
    Change vs previous 13F +3,052 shares

    0.13% of the 13F portfolio, value $10,308,000.

    13F-HR 0001050743-25-000015 filed by PEAPACK GLADSTONE FINANCIAL CORP
    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 115,153 shares
    Change vs previous 13F +2,702 shares

    0.13% of the 13F portfolio, value $9,403,000.

    13F-HR 0001050743-25-000008 filed by PEAPACK GLADSTONE FINANCIAL CORP
    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 112,451 shares
    Change vs previous 13F -1,213 shares

    0.13% of the 13F portfolio, value $8,866,000.

    13F-HR 0001050743-25-000005 filed by PEAPACK GLADSTONE FINANCIAL CORP
    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 113,664 shares
    Change vs previous 13F +2,524 shares

    0.12% of the 13F portfolio, value $8,602,000.

    13F-HR 0001050743-25-000002 filed by PEAPACK GLADSTONE FINANCIAL CORP
    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 111,140 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,978,000.

    13F-HR 0001050743-24-000014 filed by PEAPACK GLADSTONE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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