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Disclosery

Quartz Partners, LLC: XLU position timeline

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

Quartz Partners, LLC held 6,083 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,083 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $275,803.

    13F-HR 0001062993-26-004148 filed by Quartz 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 ended2026-03-31
    13F 6,083 shares
    Change vs previous 13F -13,755 shares

    0.11% of the 13F portfolio, value $279,149.

    13F-HR 0001062993-26-002318 filed by Quartz 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 ended2025-12-31
    13F 19,838 shares
    Change vs previous 13F +10,877 shares

    0.32% of the 13F portfolio, value $846,873.

    13F-HR 0001062993-26-000933 filed by Quartz 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 ended2025-09-30
    13F 8,961 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $781,506.

    13F-HR 0001062993-25-016709 filed by Quartz Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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