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Pine Valley Investments Ltd Liability Co: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pine Valley Investments Ltd Liability Co on XLU, newest first. How the timeline and the estimate are built.

Pine Valley Investments Ltd Liability Co held 32,353 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,353 shares
    Change vs previous 13F +821 shares

    0.06% of the 13F portfolio, value $1,466,886.

    13F-HR 0001975417-26-000008 filed by Pine Valley Investments Ltd Liability 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 31,532 shares
    Change vs previous 13F +131 shares

    0.07% of the 13F portfolio, value $1,447,026.

    13F-HR 0001975417-26-000007 filed by Pine Valley Investments Ltd Liability 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 31,401 shares
    Change vs previous 13F +17,321 shares

    0.07% of the 13F portfolio, value $1,340,529.

    13F-HR 0001975417-26-000003 filed by Pine Valley Investments Ltd Liability 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 14,080 shares
    Change vs previous 13F +897 shares

    0.06% of the 13F portfolio, value $1,227,951.

    13F-HR 0001975417-26-000006 filed by Pine Valley Investments Ltd Liability 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 13,183 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $1,076,494.

    13F-HR 0001975417-26-000005 filed by Pine Valley Investments Ltd Liability 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 13,176 shares
    Change vs previous 13F +2,672 shares

    0.07% of the 13F portfolio, value $1,038,965.

    13F-HR 0001975417-26-000004 filed by Pine Valley Investments Ltd Liability 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 10,504 shares
    Change vs previous 13F +1,053 shares

    0.05% of the 13F portfolio, value $795,080.

    13F-HR 0001765380-25-000041 filed by Pine Valley Investments Ltd Liability 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 9,451 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $763,434.

    13F-HR 0001765380-24-000458 filed by Pine Valley Investments Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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