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Disclosery

Stolper Co: XLU position timeline

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

Stolper Co held 18,962 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,962 shares
    Change vs previous 13F -7,273 shares

    0.22% of the 13F portfolio, value $860,000.

    13F-HR 0001808195-26-000003 filed by Stolper Co
    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 26,235 shares
    Change vs previous 13F +6,957 shares

    0.72% of the 13F portfolio, value $2,532,000.

    13F-HR 0001808195-26-000002 filed by Stolper Co
    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 19,278 shares
    Change vs previous 13F +10,147 shares

    0.25% of the 13F portfolio, value $862,000.

    13F-HR 0001808195-26-000001 filed by Stolper Co
    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/A 9,131 shares
    Change vs previous 13F -6 shares

    0.24% of the 13F portfolio, value $796,000.

    13F-HR/A 0001808195-25-000011 filed by Stolper Co
    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 9,137 shares
    Change vs previous 13F +165 shares

    0.25% of the 13F portfolio, value $746,000.

    13F-HR 0001808195-25-000008 filed by Stolper Co
    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 8,972 shares
    Change vs previous 13F +78 shares

    0.23% of the 13F portfolio, value $707,000.

    13F-HR 0001808195-25-000006 filed by Stolper Co
    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 8,894 shares
    Change vs previous 13F -281 shares

    0.22% of the 13F portfolio, value $673,000.

    13F-HR 0001808195-25-000001 filed by Stolper Co
    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 9,175 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $741,000.

    13F-HR 0001808195-24-000010 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

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