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SPIREPOINT PRIVATE CLIENT, LLC: XLU position timeline

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

SPIREPOINT PRIVATE CLIENT, LLC held 68,373 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,373 shares
    Change vs previous 13F -6,384 shares

    0.25% of the 13F portfolio, value $3,100,042.

    13F-HR 0002022908-26-000003 filed by SPIREPOINT PRIVATE CLIENT, LLC
    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 74,757 shares
    Change vs previous 13F -317,684 shares

    0.33% of the 13F portfolio, value $3,430,591.

    13F-HR 0002022908-26-000002 filed by SPIREPOINT PRIVATE CLIENT, LLC
    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 392,441 shares
    Change vs previous 13F +235,326 shares

    1.6% of the 13F portfolio, value $16,753,296.

    13F-HR 0002022908-26-000001 filed by SPIREPOINT PRIVATE CLIENT, LLC
    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 157,115 shares
    Change vs previous 13F +16,253 shares

    1.44% of the 13F portfolio, value $13,702,017.

    13F-HR 0002022908-25-000006 filed by SPIREPOINT PRIVATE CLIENT, LLC
    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 140,862 shares
    Change vs previous 13F +3,074 shares

    1.3% of the 13F portfolio, value $11,502,758.

    13F-HR 0002033299-25-000005 filed by SPIREPOINT PRIVATE CLIENT, LLC
    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 137,788 shares
    Change vs previous 13F +22,084 shares

    1.42% of the 13F portfolio, value $10,864,596.

    13F-HR 0002022908-25-000004 filed by SPIREPOINT PRIVATE CLIENT, LLC
    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 115,704 shares
    Change vs previous 13F +8,709 shares

    1.1% of the 13F portfolio, value $8,757,624.

    13F-HR 0002022908-25-000001 filed by SPIREPOINT PRIVATE CLIENT, LLC
    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 106,995 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $8,643,040.

    13F-HR 0002022908-24-000005 filed by SPIREPOINT PRIVATE CLIENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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