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Disclosery

Sharper & Granite LLC: XLU position timeline

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

Sharper & Granite LLC held 34,129 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,129 shares
    Change vs previous 13F +2,939 shares

    0.48% of the 13F portfolio, value $1,547,409.

    13F-HR 0001959415-26-000003 filed by Sharper & Granite LLC
    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 31,190 shares
    Change vs previous 13F -11,092 shares

    0.49% of the 13F portfolio, value $1,431,309.

    13F-HR 0001959415-26-000002 filed by Sharper & Granite LLC
    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 42,282 shares
    Change vs previous 13F +21,447 shares

    0.64% of the 13F portfolio, value $1,805,019.

    13F-HR 0001959415-26-000001 filed by Sharper & Granite LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,835 shares
    Change vs previous 13F -1,536 shares

    0.65% of the 13F portfolio, value $1,817,020.

    13F-HR 0001959415-25-000002 filed by Sharper & Granite LLC
    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 22,371 shares
    Change vs previous 13F +1,235 shares

    0.69% of the 13F portfolio, value $1,817,197.

    13F-HR 0001085146-25-004342 filed by Sharper & Granite LLC
    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 21,136 shares
    Change vs previous 13F -150 shares

    0.69% of the 13F portfolio, value $1,666,580.

    13F-HR 0001085146-25-002446 filed by Sharper & Granite LLC
    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 21,286 shares
    Change vs previous 13F +755 shares

    0.71% of the 13F portfolio, value $1,611,140.

    13F-HR 0001085146-25-000169 filed by Sharper & Granite LLC
    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 20,531 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,658,494.

    13F-HR 0001085146-24-005250 filed by Sharper & Granite LLC
    Filed (acceptance time not in the bulk data set), ingested

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