S.E.E.D. Planning Group LLC: XLU position timeline

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

S.E.E.D. Planning Group LLC held 0 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -7,226 shares
13F-HR 0001765515-26-000005 filed by S.E.E.D. Planning Group LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 7,226 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $331,601.
13F-HR 0001765515-26-000003 filed by S.E.E.D. Planning Group LLC
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).