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SPINNAKER TRUST: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SPINNAKER TRUST on XLC, newest first. How the timeline and the estimate are built.

SPINNAKER TRUST held 119,938 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,938 shares
    Change vs previous 13F -10,306 shares

    0.62% of the 13F portfolio, value $12,848,909.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 130,244 shares
    Change vs previous 13F +95 shares

    0.8% of the 13F portfolio, value $14,438,879.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 130,149 shares
    Change vs previous 13F -5,635 shares

    0.82% of the 13F portfolio, value $15,321,109.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 135,784 shares
    Change vs previous 13F +887 shares

    0.89% of the 13F portfolio, value $16,072,776.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 134,897 shares
    Change vs previous 13F -437 shares

    0.88% of the 13F portfolio, value $14,640,335.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 135,334 shares
    Change vs previous 13F -3,848 shares

    0.85% of the 13F portfolio, value $13,052,959.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 139,182 shares
    Change vs previous 13F +2,618 shares

    0.85% of the 13F portfolio, value $13,474,196.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 136,564 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $12,345,386.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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