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Disclosery

Stack Financial Management, Inc: XLU position timeline

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

Stack Financial Management, Inc held 5,311 XLU 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 5,311 shares
    Change vs previous 13F +298 shares

    0.02% of the 13F portfolio, value $240,801.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 5,013 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $230,047.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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