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
- period ended2026-06-3013F 78,322 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,902 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 70,675 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,292 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,423 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,270 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,912 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,396 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).