Skip to content
Disclosery

TCV Trust & Wealth Management, Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCV Trust & Wealth Management, Inc. on XLU, newest first. How the timeline and the estimate are built.

TCV Trust & Wealth Management, Inc. held 251,034 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,034 shares
    Change vs previous 13F +237 shares

    0.86% of the 13F portfolio, value $11,381,881.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, Inc.
    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 250,797 shares
    Change vs previous 13F -1,861 shares

    0.96% of the 13F portfolio, value $11,509,073.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, Inc.
    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 252,658 shares
    Change vs previous 13F +129,112 shares

    0.87% of the 13F portfolio, value $10,785,969.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, Inc.
    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 123,546 shares
    Change vs previous 13F -372 shares

    0.9% of the 13F portfolio, value $10,774,445.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, Inc.
    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 123,918 shares
    Change vs previous 13F +509 shares

    0.88% of the 13F portfolio, value $10,119,143.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
    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 123,409 shares
    Change vs previous 13F +1,177 shares

    0.9% of the 13F portfolio, value $9,730,799.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, Inc.
    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 122,232 shares
    Change vs previous 13F +1,403 shares

    0.85% of the 13F portfolio, value $9,251,739.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, Inc.
    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 120,829 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,760,565.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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