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Disclosery

Platform Technology Partners: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Platform Technology Partners on XLU, newest first. How the timeline and the estimate are built.

Platform Technology Partners held 27,680 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 27,680 shares
    Change vs previous 13F +174 shares

    0.21% of the 13F portfolio, value $1,255,028.

    13F-HR 0001830817-26-000003 filed by Platform Technology Partners
    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 27,506 shares
    Change vs previous 13F +4,105 shares

    0.24% of the 13F portfolio, value $1,262,240.

    13F-HR 0001830817-26-000002 filed by Platform Technology Partners
    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 23,401 shares
    Change vs previous 13F +11,821 shares

    0.21% of the 13F portfolio, value $998,997.

    13F-HR 0001830817-26-000001 filed by Platform Technology Partners
    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 11,580 shares
    Change vs previous 13F +692 shares

    0.24% of the 13F portfolio, value $1,009,911.

    13F-HR 0001830817-25-000008 filed by Platform Technology Partners
    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 10,888 shares
    Change vs previous 13F +351 shares

    0.23% of the 13F portfolio, value $889,090.

    13F-HR 0001830817-25-000005 filed by Platform Technology Partners
    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 10,537 shares
    Change vs previous 13F -133 shares

    0.24% of the 13F portfolio, value $830,803.

    13F-HR 0001830817-25-000002 filed by Platform Technology Partners
    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 10,670 shares
    Change vs previous 13F +1,083 shares

    0.24% of the 13F portfolio, value $807,616.

    13F-HR 0001830817-25-000001 filed by Platform Technology Partners
    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 9,587 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $774,432.

    13F-HR 0001830817-24-000004 filed by Platform Technology Partners
    Filed (acceptance time not in the bulk data set), ingested

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