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Per Stirling Capital Management, LLC.: XLU position timeline

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

Per Stirling Capital Management, LLC. held 8,713 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 8,713 shares
    Change vs previous 13F -29,414 shares

    0.04% of the 13F portfolio, value $395,045.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 38,127 shares
    Change vs previous 13F +31,602 shares

    0.19% of the 13F portfolio, value $1,749,636.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 6,525 shares
    Change vs previous 13F +3,257 shares

    0.03% of the 13F portfolio, value $278,552.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 3,268 shares
    Change vs previous 13F -13 shares

    0.03% of the 13F portfolio, value $284,976.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 3,281 shares
    Change vs previous 13F -17,176 shares

    0.03% of the 13F portfolio, value $267,948.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, LLC.
    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 20,457 shares
    Change vs previous 13F +17,176 shares

    0.23% of the 13F portfolio, value $1,613,061.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, LLC.
    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 3,281 shares
    Change vs previous 13F -17,914 shares

    0.04% of the 13F portfolio, value $248,359.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, LLC.
    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 21,195 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,712,142.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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