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South Shore Capital Advisors: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of South Shore Capital Advisors on XLU, newest first. How the timeline and the estimate are built.

South Shore Capital Advisors held 19,003 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,003 shares
    Change vs previous 13F -674 shares

    0.58% of the 13F portfolio, value $861,596.

    13F-HR 0002063364-26-000248 filed by South Shore Capital Advisors
    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 19,677 shares
    Change vs previous 13F +1,827 shares

    0.66% of the 13F portfolio, value $902,978.

    13F-HR 0002063364-26-000126 filed by South Shore Capital Advisors
    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 17,850 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $762,017.

    13F-HR 0002063364-26-000010 filed by South Shore Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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