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Disclosery

Symmetry Partners, LLC: XLU position timeline

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

Symmetry Partners, LLC held 0 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -28,864 shares

    13F-HR 0001697493-26-000005 filed by Symmetry Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2026-03-31
    13F 28,864 shares
    Change vs previous 13F +17,848 shares

    0.08% of the 13F portfolio, value $1,324,571.

    13F-HR 0001697493-26-000003 filed by Symmetry Partners, 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 11,016 shares
    Change vs previous 13F +11,016 shares

    0.03% of the 13F portfolio, value $470,273.

    13F-HR 0001697493-26-000001 filed by Symmetry Partners, 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 0 shares
    Change vs previous 13F -32,036 shares

    13F-HR 0001697493-25-000009 filed by Symmetry Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  5. period ended2025-06-30
    13F 32,036 shares
    Change vs previous 13F +672 shares

    0.32% of the 13F portfolio, value $2,616,038.

    13F-HR 0001697493-25-000007 filed by Symmetry Partners, 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 31,364 shares
    Change vs previous 13F +3,408 shares

    0.34% of the 13F portfolio, value $2,473,078.

    13F-HR 0001697493-25-000006 filed by Symmetry Partners, 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 27,956 shares
    Change vs previous 13F +5,251 shares

    0.3% of the 13F portfolio, value $2,115,981.

    13F-HR 0001697493-25-000002 filed by Symmetry Partners, 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 22,705 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,834,110.

    13F-HR 0001697493-24-000006 filed by Symmetry Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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