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Disclosery

Silver Grove Financial Group, Inc.: XLU position timeline

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

Silver Grove Financial Group, Inc. held 4,614 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,614 shares
    Change vs previous 13F +200 shares

    0.11% of the 13F portfolio, value $209,189.

    13F-HR 0002111172-26-000004 filed by Silver Grove Financial Group, 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 4,414 shares
    Change vs previous 13F -297 shares

    0.16% of the 13F portfolio, value $202,566.

    13F-HR 0002111172-26-000003 filed by Silver Grove Financial Group, 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 4,711 shares
    Change vs previous 13F +1,630 shares

    0.17% of the 13F portfolio, value $201,129.

    13F-HR 0002111172-26-000002 filed by Silver Grove Financial Group, 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 3,081 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $268,684.

    13F-HR 0002111172-26-000001 filed by Silver Grove Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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