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Disclosery

SCOTIA CAPITAL INC.: XLU position timeline

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

SCOTIA CAPITAL INC. held 302,558 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 302,558 shares
    Change vs previous 13F +53,300 shares

    0.05% of the 13F portfolio, value $13,718,034.

    13F-HR 0001335644-26-000003 filed by SCOTIA CAPITAL 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 249,258 shares
    Change vs previous 13F +43,160 shares

    0.05% of the 13F portfolio, value $11,438,435.

    13F-HR 0001335644-26-000002 filed by SCOTIA CAPITAL 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 206,098 shares
    Change vs previous 13F +102,502 shares

    0.04% of the 13F portfolio, value $8,798,303.

    13F-HR 0001335644-26-000001 filed by SCOTIA CAPITAL INC.
    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 103,596 shares
    Change vs previous 13F +94,468 shares

    0.04% of the 13F portfolio, value $9,034,610.

    13F-HR 0001335644-25-000004 filed by SCOTIA CAPITAL INC.
    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 9,128 shares
    Change vs previous 13F -15,777 shares

    <0.01% of the 13F portfolio, value $745,362.

    13F-HR 0001085146-25-004980 filed by SCOTIA CAPITAL INC.
    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 24,905 shares
    Change vs previous 13F +19,504 shares

    0.01% of the 13F portfolio, value $1,963,758.

    13F-HR 0001085146-25-002858 filed by SCOTIA CAPITAL INC.
    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 5,401 shares
    Change vs previous 13F -2,450 shares

    <0.01% of the 13F portfolio, value $408,802.

    13F-HR 0001085146-25-001198 filed by SCOTIA CAPITAL INC.
    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 7,851 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $634,201.

    13F-HR 0001085146-24-005595 filed by SCOTIA CAPITAL INC.
    Filed (acceptance time not in the bulk data set), ingested

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