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PETTYJOHN, WOOD & WHITE, INC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETTYJOHN, WOOD & WHITE, INC on XLU, newest first. How the timeline and the estimate are built.

PETTYJOHN, WOOD & WHITE, INC held 24,733 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,733 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,121,385.

    13F-HR 0001128213-26-000004 filed by PETTYJOHN, WOOD & WHITE, INC
    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 24,733 shares
    Change vs previous 13F -350 shares

    0.18% of the 13F portfolio, value $1,134,988.

    13F-HR 0001128213-26-000002 filed by PETTYJOHN, WOOD & WHITE, INC
    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 25,083 shares
    Change vs previous 13F +12,481 shares

    0.17% of the 13F portfolio, value $1,070,784.

    13F-HR 0001128213-26-000001 filed by PETTYJOHN, WOOD & WHITE, INC
    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 12,602 shares
    Change vs previous 13F -100 shares

    0.18% of the 13F portfolio, value $1,099,002.

    13F-HR 0001128213-25-000010 filed by PETTYJOHN, WOOD & WHITE, INC
    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 12,702 shares
    Change vs previous 13F -250 shares

    0.19% of the 13F portfolio, value $1,037,228.

    13F-HR 0001128213-25-000004 filed by PETTYJOHN, WOOD & WHITE, INC
    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 12,952 shares
    Change vs previous 13F +250 shares

    0.2% of the 13F portfolio, value $1,021,248.

    13F-HR 0001128213-25-000003 filed by PETTYJOHN, WOOD & WHITE, INC
    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 12,702 shares
    Change vs previous 13F +313 shares

    0.18% of the 13F portfolio, value $961,398.

    13F-HR 0001128213-25-000001 filed by PETTYJOHN, WOOD & WHITE, INC
    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 12,389 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,000,766.

    13F-HR 0001128213-24-000007 filed by PETTYJOHN, WOOD & WHITE, INC
    Filed (acceptance time not in the bulk data set), ingested

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