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Disclosery

Smith Anglin Financial, LLC: XLU position timeline

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

Smith Anglin Financial, LLC held 3,091 XLU shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,091 shares
    Change vs previous 13F -683 shares

    0.02% of the 13F portfolio, value $252,440.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 3,774 shares
    Change vs previous 13F -320 shares

    0.03% of the 13F portfolio, value $297,588.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,094 shares
    Change vs previous 13F -130 shares

    0.03% of the 13F portfolio, value $309,869.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 4,224 shares
    Change vs previous 13F -2,203 shares

    0.03% of the 13F portfolio, value $341,195.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 6,427 shares
    Change vs previous 13F -185 shares

    0.04% of the 13F portfolio, value $437,919.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 6,612 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $434,094.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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