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Disclosery

SMITH, MOORE & CO.: XLU position timeline

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

SMITH, MOORE & CO. held 15,947 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,947 shares
    Change vs previous 13F +116 shares

    0.05% of the 13F portfolio, value $723,020.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & 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 15,831 shares
    Change vs previous 13F +589 shares

    0.05% of the 13F portfolio, value $726,467.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & 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 15,242 shares
    Change vs previous 13F +9,704 shares

    0.05% of the 13F portfolio, value $650,701.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & 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 5,538 shares
    Change vs previous 13F +1,440 shares

    0.04% of the 13F portfolio, value $482,978.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
    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 4,098 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $334,628.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
    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 4,092 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $322,684.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
    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 4,087 shares
    Change vs previous 13F -99 shares

    0.03% of the 13F portfolio, value $309,324.

    13F-HR 0000200724-25-000002 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,186 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $338,113.

    13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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