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Disclosery

Silver Coast Investments LLC: XLU position timeline

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

Silver Coast Investments LLC held 91,935 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,935 shares
    Change vs previous 13F +5,549 shares

    1.24% of the 13F portfolio, value $4,168,333.

    13F-HR 0002012033-26-000003 filed by Silver Coast Investments 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 86,386 shares
    Change vs previous 13F +2,122 shares

    1.27% of the 13F portfolio, value $3,964,254.

    13F-HR 0002012033-26-000002 filed by Silver Coast Investments 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 84,264 shares
    Change vs previous 13F +63,265 shares

    1.24% of the 13F portfolio, value $3,597,232.

    13F-HR 0002012033-26-000001 filed by Silver Coast Investments 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 20,999 shares
    Change vs previous 13F +214 shares

    0.63% of the 13F portfolio, value $1,831,323.

    13F-HR 0002012033-25-000002 filed by Silver Coast Investments 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 20,785 shares
    Change vs previous 13F +3,924 shares

    0.62% of the 13F portfolio, value $1,697,304.

    13F-HR 0001085146-25-004472 filed by Silver Coast Investments 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 16,861 shares
    Change vs previous 13F +396 shares

    0.5% of the 13F portfolio, value $1,329,490.

    13F-HR 0001085146-25-002877 filed by Silver Coast Investments 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 16,465 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,246,236.

    13F-HR 0001085146-25-000850 filed by Silver Coast Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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