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Disclosery

Ruggiero Investments, Inc.: XLU position timeline

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

Ruggiero Investments, Inc. held 6,060 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,060 shares
    Change vs previous 13F +220 shares

    0.23% of the 13F portfolio, value $274,739.

    13F-HR 0002110677-26-000003 filed by Ruggiero Investments, 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 5,840 shares
    Change vs previous 13F +511 shares

    0.26% of the 13F portfolio, value $268,001.

    13F-HR 0002110677-26-000002 filed by Ruggiero Investments, 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 5,329 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $227,479.

    13F-HR 0002110677-26-000001 filed by Ruggiero Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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