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
- period ended2026-06-3013F 77,789 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 76,318 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 71,180 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,261 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,841 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).