Proficio Capital Partners LLC: XLU position timeline

Proficio Capital Partners LLC held 149,835 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 149,835 shares

   Change vs previous 13F +78,620 shares

   0.24% of the 13F portfolio, value $6,793,519.

   13F-HR 0001214659-26-010442 filed by Proficio Capital Partners LLC
   Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 71,215 shares

   Change vs previous 13F -254,267 shares

   0.17% of the 13F portfolio, value $3,268,056.

   13F-HR 0001214659-26-006130 filed by Proficio Capital Partners LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 325,482 shares

   Change vs previous 13F +228,875 shares

   0.98% of the 13F portfolio, value $13,894,827.

   13F-HR 0001214659-26-001534 filed by Proficio Capital Partners LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 96,607 shares

   Change vs previous 13F -8,728,557 shares

   0.58% of the 13F portfolio, value $8,425,096.

   13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,825,164 shares

   Change vs previous 13F not available

   1.17% of the 13F portfolio, value $18,832,674.

   13F-HR 0001214659-25-011672 filed by Proficio Capital Partners LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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