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Disclosery

Solitude Financial Services: XLU position timeline

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

Solitude Financial Services held 4,720 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 4,720 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $214,005.

    13F-HR 0001839890-26-000004 filed by Solitude Financial Services
    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 4,720 shares
    Change vs previous 13F -5,260 shares

    0.06% of the 13F portfolio, value $217,214.

    13F-HR 0001839890-26-000003 filed by Solitude Financial Services
    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 9,980 shares
    Change vs previous 13F +4,600 shares

    0.14% of the 13F portfolio, value $426,046.

    13F-HR 0001839890-26-000001 filed by Solitude Financial Services
    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 5,380 shares
    Change vs previous 13F -62 shares

    0.16% of the 13F portfolio, value $469,190.

    13F-HR 0001839890-25-000006 filed by Solitude Financial Services
    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 5,442 shares
    Change vs previous 13F -1,324 shares

    0.16% of the 13F portfolio, value $444,394.

    13F-HR 0001839890-25-000005 filed by Solitude Financial Services
    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 6,766 shares
    Change vs previous 13F -1,179 shares

    0.21% of the 13F portfolio, value $533,499.

    13F-HR 0001839890-25-000004 filed by Solitude Financial Services
    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 7,945 shares
    Change vs previous 13F +70 shares

    0.26% of the 13F portfolio, value $601,357.

    13F-HR 0001839890-25-000001 filed by Solitude Financial Services
    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 7,875 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $636,143.

    13F-HR 0001839890-24-000006 filed by Solitude Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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