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Terra Nova Asset Management LLC: XLU position timeline

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

Terra Nova Asset Management LLC held 26,262 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,262 shares
    Change vs previous 13F +647 shares

    0.67% of the 13F portfolio, value $1,035,761.

    13F-HR 0001085146-26-000882 filed by Terra Nova Asset Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,615 shares
    Change vs previous 13F +306 shares

    0.71% of the 13F portfolio, value $1,161,393.

    13F-HR 0001658652-26-000006 filed by Terra Nova Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,309 shares
    Change vs previous 13F -1,028 shares

    0.86% of the 13F portfolio, value $1,161,453.

    13F-HR 0001658652-26-000002 filed by Terra Nova Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,337 shares
    Change vs previous 13F +13,251 shares

    0.74% of the 13F portfolio, value $1,124,343.

    13F-HR 0001658652-26-000001 filed by Terra Nova Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,086 shares
    Change vs previous 13F +752 shares

    0.72% of the 13F portfolio, value $1,141,257.

    13F-HR 0001658652-25-000004 filed by Terra Nova Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,334 shares
    Change vs previous 13F -2,926 shares

    0.7% of the 13F portfolio, value $1,007,190.

    13F-HR 0001085146-25-004845 filed by Terra Nova Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,260 shares
    Change vs previous 13F +187 shares

    0.95% of the 13F portfolio, value $1,203,226.

    13F-HR 0001085146-25-002274 filed by Terra Nova Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,073 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,140,851.

    13F-HR 0001085146-25-000245 filed by Terra Nova Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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