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SHUTTLEWORTH & Co: XLU position timeline

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

SHUTTLEWORTH & Co held 53,344 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 53,344 shares
    Change vs previous 13F +2,832 shares

    1.93% of the 13F portfolio, value $2,418,618.

    13F-HR 0002096913-26-000003 filed by SHUTTLEWORTH & Co
    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 50,512 shares
    Change vs previous 13F +828 shares

    2.1% of the 13F portfolio, value $2,317,996.

    13F-HR 0002096913-26-000002 filed by SHUTTLEWORTH & Co
    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 49,684 shares
    Change vs previous 13F +25,362 shares

    1.94% of the 13F portfolio, value $2,121,010.

    13F-HR 0002096913-26-000001 filed by SHUTTLEWORTH & Co
    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 24,322 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,121,122.

    13F-HR 0002096913-25-000001 filed by SHUTTLEWORTH & Co
    Filed (acceptance time not in the bulk data set), ingested

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