Skip to content
Disclosery

Tepp RIA, LLC: XLU position timeline

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

Tepp RIA, LLC held 8,508 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,508 shares
    Change vs previous 13F +2,087 shares

    0.26% of the 13F portfolio, value $385,732.

    13F-HR 0002055925-26-000005 filed by Tepp RIA, 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 6,421 shares
    Change vs previous 13F +873 shares

    0.23% of the 13F portfolio, value $294,644.

    13F-HR 0002055925-26-000004 filed by Tepp RIA, 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 5,548 shares
    Change vs previous 13F +2,227 shares

    0.23% of the 13F portfolio, value $236,840.

    13F-HR 0002055925-26-000001 filed by Tepp RIA, 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 3,321 shares
    Change vs previous 13F +3,321 shares

    0.33% of the 13F portfolio, value $289,641.

    13F-HR 0001986152-25-000107 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -19,898 shares

    13F-HR 0001667731-25-000505 filed by Tepp RIA, 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.

  6. period ended2024-12-31
    13F 19,898 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $1,506,068.

    13F-HR 0001667731-25-000241 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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