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SACKS & ASSOCIATES, LLC: XLU position timeline

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

SACKS & ASSOCIATES, LLC held 63,649 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,649 shares
    Change vs previous 13F -5,249 shares

    1.75% of the 13F portfolio, value $2,510,314.

    13F-HR 0002085853-26-001138 filed by SACKS & ASSOCIATES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 68,898 shares
    Change vs previous 13F -1,482 shares

    2.06% of the 13F portfolio, value $3,055,605.

    13F-HR 0002085853-26-000930 filed by SACKS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 70,380 shares
    Change vs previous 13F +573 shares

    2.4% of the 13F portfolio, value $3,229,754.

    13F-HR 0002085853-26-000936 filed by SACKS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 69,807 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,980,075.

    13F-HR 0002085853-26-000935 filed by SACKS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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