Royal Fund Management, LLC: XLC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Royal Fund Management, LLC on XLC, newest first. How the timeline and the estimate are built.
Royal Fund Management, LLC held 0 XLC shares at 2026-03-31 per its 13F-HR filed 2026-05-19.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -129,831 shares
13F-HR 0001172661-26-002431 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 129,831 sharesChange vs previous 13F -14,065 shares
1.4% of the 13F portfolio, value $15,283,729.
13F-HR 0001172661-26-000197 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 143,896 sharesChange vs previous 13F +32,291 shares
2.05% of the 13F portfolio, value $17,032,994.
13F-HR 0001172661-25-004479 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 111,605 sharesChange vs previous 13F +12,317 shares
1.29% of the 13F portfolio, value $12,112,484.
13F-HR 0001172661-25-003168 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 99,288 sharesChange vs previous 13F -79,744 shares
1.14% of the 13F portfolio, value $9,576,328.
13F-HR 0001172661-25-001875 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 179,032 sharesChange vs previous 13F +176,660 shares
1.88% of the 13F portfolio, value $17,332,088.
13F-HR 0001172661-25-000229 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,372 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $214,428.
13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).