Skip to content
Disclosery

Royal Fund Management, LLC: XLU position timeline

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

Royal Fund Management, LLC held 0 XLU shares at 2026-03-31 per its 13F-HR filed 2026-05-19.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -271,564 shares

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 271,564 shares
    Change vs previous 13F +160,509 shares

    1.06% of the 13F portfolio, value $11,593,077.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 111,055 shares
    Change vs previous 13F -7,101 shares

    1.17% of the 13F portfolio, value $9,685,119.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 118,156 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $9,648,658.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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