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PEDDOCK CAPITAL ADVISORS, LLC: XLU position timeline

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

PEDDOCK CAPITAL ADVISORS, LLC held 77,789 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,789 shares
    Change vs previous 13F +1,471 shares

    0.7% of the 13F portfolio, value $3,526,933.

    13F-HR 0001951757-26-001025 filed by PEDDOCK CAPITAL ADVISORS, 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 76,318 shares
    Change vs previous 13F +5,138 shares

    0.77% of the 13F portfolio, value $3,502,252.

    13F-HR 0001951757-26-000609 filed by PEDDOCK CAPITAL ADVISORS, 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 71,180 shares
    Change vs previous 13F +46,919 shares

    0.64% of the 13F portfolio, value $3,038,688.

    13F-HR 0001951757-26-000245 filed by PEDDOCK CAPITAL ADVISORS, 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 24,261 shares
    Change vs previous 13F +4,420 shares

    0.46% of the 13F portfolio, value $2,115,776.

    13F-HR 0001951757-25-001159 filed by PEDDOCK CAPITAL ADVISORS, 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 19,841 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,620,218.

    13F-HR 0001951757-25-000847 filed by PEDDOCK CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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