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Disclosery

S. R. Schill & Associates: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of S. R. Schill & Associates on XLU, newest first. How the timeline and the estimate are built.

S. R. Schill & Associates held 0 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -52,815 shares

    13F-HR 0001616004-26-000004 filed by S. R. Schill & Associates
    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 ended2026-03-31
    13F 52,815 shares
    Change vs previous 13F -42,186 shares

    1.64% of the 13F portfolio, value $2,423,680.

    13F-HR 0001616004-26-000003 filed by S. R. Schill & Associates
    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 95,001 shares
    Change vs previous 13F +46,990 shares

    2.86% of the 13F portfolio, value $4,055,593.

    13F-HR 0001616004-26-000001 filed by S. R. Schill & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 48,011 shares
    Change vs previous 13F +296 shares

    2.94% of the 13F portfolio, value $4,187,039.

    13F-HR 0001616004-25-000006 filed by S. R. Schill & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 47,715 shares
    Change vs previous 13F +1,753 shares

    2.87% of the 13F portfolio, value $3,896,407.

    13F-HR 0001616004-25-000004 filed by S. R. Schill & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 45,962 shares
    Change vs previous 13F +4,718 shares

    2.89% of the 13F portfolio, value $3,624,104.

    13F-HR 0001616004-25-000003 filed by S. R. Schill & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 41,244 shares
    Change vs previous 13F -3,296 shares

    2.61% of the 13F portfolio, value $3,121,758.

    13F-HR 0001616004-25-000001 filed by S. R. Schill & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 44,540 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $3,597,926.

    13F-HR 0001616004-24-000007 filed by S. R. Schill & Associates
    Filed (acceptance time not in the bulk data set), ingested

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