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SYON CAPITAL LLC: XLU position timeline

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

SYON CAPITAL LLC held 78,322 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,322 shares
    Change vs previous 13F +2,420 shares

    0.15% of the 13F portfolio, value $3,551,103.

    13F-HR 0001765380-26-000390 filed by SYON CAPITAL 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 75,902 shares
    Change vs previous 13F +5,227 shares

    0.18% of the 13F portfolio, value $3,483,131.

    13F-HR 0001765380-26-000209 filed by SYON CAPITAL 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 70,675 shares
    Change vs previous 13F +36,383 shares

    0.15% of the 13F portfolio, value $3,017,099.

    13F-HR 0001765380-26-000097 filed by SYON CAPITAL 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 34,292 shares
    Change vs previous 13F +30,869 shares

    0.16% of the 13F portfolio, value $2,990,613.

    13F-HR 0001765380-25-000446 filed by SYON CAPITAL 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 3,423 shares
    Change vs previous 13F -1,847 shares

    0.02% of the 13F portfolio, value $279,536.

    13F-HR 0001765380-25-000375 filed by SYON CAPITAL 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 5,270 shares
    Change vs previous 13F -3,642 shares

    0.03% of the 13F portfolio, value $415,528.

    13F-HR 0001765380-25-000234 filed by SYON CAPITAL 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 8,912 shares
    Change vs previous 13F -17,484 shares

    0.06% of the 13F portfolio, value $674,554.

    13F-HR 0001765380-25-000106 filed by SYON CAPITAL 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 26,396 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,132,269.

    13F-HR 0001765380-24-000450 filed by SYON CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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