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Disclosery

Perkins Coie Trust Co: XLU position timeline

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

Perkins Coie Trust Co held 144,691 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,691 shares
    Change vs previous 13F -9,624 shares

    1.09% of the 13F portfolio, value $6,560,200.

    13F-HR 0001513038-26-000004 filed by Perkins Coie Trust Co
    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 154,315 shares
    Change vs previous 13F +4,290 shares

    1.36% of the 13F portfolio, value $7,079,880.

    13F-HR 0001513038-26-000002 filed by Perkins Coie Trust Co
    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 150,025 shares
    Change vs previous 13F +75,257 shares

    1.19% of the 13F portfolio, value $6,402,976.

    13F-HR 0001513038-26-000001 filed by Perkins Coie Trust Co
    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 74,768 shares
    Change vs previous 13F +4,905 shares

    1.23% of the 13F portfolio, value $6,520,432.

    13F-HR 0001513038-25-000008 filed by Perkins Coie Trust Co
    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 69,863 shares
    Change vs previous 13F -1,382 shares

    0.97% of the 13F portfolio, value $5,704,228.

    13F-HR 0001513038-25-000005 filed by Perkins Coie Trust Co
    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 71,245 shares
    Change vs previous 13F -775 shares

    1.27% of the 13F portfolio, value $5,617,595.

    13F-HR 0001513038-25-000002 filed by Perkins Coie Trust Co
    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 72,020 shares
    Change vs previous 13F -1,089 shares

    1.2% of the 13F portfolio, value $5,451,108.

    13F-HR 0001513038-25-000001 filed by Perkins Coie Trust Co
    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 73,109 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $5,905,650.

    13F-HR 0001513038-24-000004 filed by Perkins Coie Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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