Stockman Wealth Management, Inc.: XLU position timeline

Stockman Wealth Management, Inc. held 0 XLU shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,489 shares

   13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,489 shares

   Change vs previous 13F -1,526 shares

   0.03% of the 13F portfolio, value $203,216.

   13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 4,015 shares

   Change vs previous 13F -6,201 shares

   0.05% of the 13F portfolio, value $316,555.

   13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 10,216 shares

   Change vs previous 13F +314 shares

   0.12% of the 13F portfolio, value $773,255.

   13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 9,902 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $799,870.

   13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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