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Disclosery

Sterling Capital Management LLC: XLU position timeline

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

Sterling Capital Management LLC held 3,092 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,092 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $140,191.

    13F-HR 0001398344-26-012836 filed by Sterling Capital Management 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 3,104 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $142,443.

    13F-HR 0001398344-26-006811 filed by Sterling Capital Management 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 3,150 shares
    Change vs previous 13F +1,552 shares

    <0.01% of the 13F portfolio, value $134,474.

    13F-HR 0001398344-26-003032 filed by Sterling Capital Management 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 1,598 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $139,362.

    13F-HR 0001398344-25-020719 filed by Sterling Capital Management 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/A 1,611 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $131,554.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital Management 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 1,608 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $126,791.

    13F-HR 0001398344-25-009257 filed by Sterling Capital Management 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 1,613 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $122,088.

    13F-HR 0001398344-25-002700 filed by Sterling Capital Management 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 1,613 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $130,298.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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