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Disclosery

Telos Capital Management, Inc.: XLU position timeline

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

Telos Capital Management, Inc. held 26,004 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,004 shares
    Change vs previous 13F -483 shares

    0.1% of the 13F portfolio, value $1,179,013.

    13F-HR 0001567889-26-000004 filed by Telos Capital 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 26,487 shares
    Change vs previous 13F +1,347 shares

    0.12% of the 13F portfolio, value $1,215,492.

    13F-HR 0001567889-26-000002 filed by Telos Capital 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 25,140 shares
    Change vs previous 13F +11,895 shares

    0.1% of the 13F portfolio, value $1,073,236.

    13F-HR 0001567889-26-000001 filed by Telos Capital 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 13,245 shares
    Change vs previous 13F -85 shares

    0.11% of the 13F portfolio, value $1,155,137.

    13F-HR 0001567889-25-000005 filed by Telos Capital 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 13,330 shares
    Change vs previous 13F +522 shares

    0.11% of the 13F portfolio, value $1,088,567.

    13F-HR 0001567889-25-000004 filed by Telos Capital 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 12,808 shares
    Change vs previous 13F +254 shares

    0.11% of the 13F portfolio, value $1,009,947.

    13F-HR 0001567889-25-000003 filed by Telos Capital 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 12,554 shares
    Change vs previous 13F -253 shares

    0.1% of the 13F portfolio, value $950,243.

    13F-HR 0001567889-25-000001 filed by Telos Capital 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 12,807 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,034,567.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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