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Disclosery

RICHARDS, MERRILL & PETERSON, INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDS, MERRILL & PETERSON, INC. on XLU, newest first. How the timeline and the estimate are built.

RICHARDS, MERRILL & PETERSON, INC. held 17,500 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,500 shares
    Change vs previous 13F +4,950 shares

    0.25% of the 13F portfolio, value $793,450.

    13F-HR 0001398344-26-012209 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 12,550 shares
    Change vs previous 13F +11,500 shares

    0.21% of the 13F portfolio, value $575,920.

    13F-HR 0001398344-26-006641 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 1,050 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $44,825.

    13F-HR 0001398344-26-001367 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

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