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Disclosery

Sherman Asset Management, Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sherman Asset Management, Inc. on XLU, newest first. How the timeline and the estimate are built.

Sherman Asset Management, Inc. held 3,040 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,040 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $137,834.

    13F-HR 0001736535-26-000004 filed by Sherman Asset Management, 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 3,040 shares
    Change vs previous 13F +746 shares

    0.13% of the 13F portfolio, value $139,506.

    13F-HR 0001736535-26-000003 filed by Sherman Asset Management, 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 2,294 shares
    Change vs previous 13F +1,942 shares

    0.08% of the 13F portfolio, value $97,931.

    13F-HR 0001736535-26-000001 filed by Sherman Asset Management, 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 352 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $30,697.

    13F-HR 0001736535-25-000007 filed by Sherman Asset Management, 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 352 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $28,744.

    13F-HR 0001736535-25-000005 filed by Sherman Asset Management, 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 352 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $27,755.

    13F-HR 0001736535-25-000003 filed by Sherman Asset Management, 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 352 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $26,643.

    13F-HR 0001736535-25-000002 filed by Sherman Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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