Skip to content
Disclosery

Stamos Capital Partners, L.P.: XLU position timeline

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

Stamos Capital Partners, L.P. held 38,031 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,031 shares
    Change vs previous 13F -1,951 shares

    0.26% of the 13F portfolio, value $1,724,326.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 39,982 shares
    Change vs previous 13F +350 shares

    0.29% of the 13F portfolio, value $1,834,774.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 39,632 shares
    Change vs previous 13F +24,097 shares

    0.27% of the 13F portfolio, value $1,691,890.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 15,535 shares
    Change vs previous 13F -10,040 shares

    0.26% of the 13F portfolio, value $1,354,807.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 25,575 shares
    Change vs previous 13F +7,969 shares

    0.37% of the 13F portfolio, value $2,088,455.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 17,606 shares
    Change vs previous 13F -2,214 shares

    0.36% of the 13F portfolio, value $1,388,233.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 19,820 shares
    Change vs previous 13F +6,950 shares

    0.35% of the 13F portfolio, value $1,500,176.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 12,870 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,039,639.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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