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Private Portfolio Partners LLC: XLU position timeline

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

Private Portfolio Partners LLC held 20,918 XLU shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 20,918 shares
    Change vs previous 13F +855 shares

    0.29% of the 13F portfolio, value $1,583,266.

    13F-HR 0001766520-25-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 20,063 shares
    Change vs previous 13F +217 shares

    0.3% of the 13F portfolio, value $1,620,658.

    13F-HR 0001766520-24-000006 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 19,846 shares
    Change vs previous 13F -1,141 shares

    1.1% of the 13F portfolio, value $1,352,326.

    13F-HR 0001766520-24-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 20,987 shares
    Change vs previous 13F +4,089 shares

    0.29% of the 13F portfolio, value $1,377,791.

    13F-HR 0001766520-24-000002 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 16,898 shares
    Change vs previous 13F -634 shares

    0.25% of the 13F portfolio, value $1,070,120.

    13F-HR 0001766520-24-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 17,532 shares
    Change vs previous 13F +3,089 shares

    0.27% of the 13F portfolio, value $1,033,162.

    13F-HR 0001766520-23-000004 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 14,443 shares
    Change vs previous 13F +201 shares

    0.24% of the 13F portfolio, value $945,153.

    13F-HR 0001766520-23-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 14,242 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $964,058.

    13F-HR 0001766520-23-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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