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Private Capital Management, LLC: XLU position timeline

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

Private Capital Management, LLC held 53,431 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 53,431 shares
    Change vs previous 13F +3,174 shares

    0.22% of the 13F portfolio, value $2,422,541.

    13F-HR 0001214659-26-010412 filed by Private 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 50,257 shares
    Change vs previous 13F -1,079 shares

    0.23% of the 13F portfolio, value $2,306,296.

    13F-HR 0001214659-26-006486 filed by Private 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 51,336 shares
    Change vs previous 13F +28,353 shares

    0.21% of the 13F portfolio, value $2,191,535.

    13F-HR 0001214659-26-001995 filed by Private 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 22,983 shares
    Change vs previous 13F -5,175 shares

    0.19% of the 13F portfolio, value $2,004,341.

    13F-HR 0001214659-25-016670 filed by Private 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 28,158 shares
    Change vs previous 13F -57 shares

    0.23% of the 13F portfolio, value $2,299,395.

    13F-HR 0001214659-25-012256 filed by Private 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 28,215 shares
    Change vs previous 13F -353 shares

    0.25% of the 13F portfolio, value $2,224,738.

    13F-HR 0001214659-25-007857 filed by Private 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 28,568 shares
    Change vs previous 13F -5,640 shares

    0.23% of the 13F portfolio, value $2,162,327.

    13F-HR 0001214659-25-002811 filed by Private 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 34,208 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,763,353.

    13F-HR 0001214659-24-019161 filed by Private Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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