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Disclosery

TigerOak Management, L.L.C.: XLU position timeline

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

TigerOak Management, L.L.C. held 10,671 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,671 shares
    Change vs previous 13F +4,070 shares

    0.14% of the 13F portfolio, value $483,823.

    13F-HR 0001951757-26-001226 filed by TigerOak Management, L.L.C.
    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 6,601 shares
    Change vs previous 13F +1,632 shares

    0.1% of the 13F portfolio, value $302,920.

    13F-HR 0001951757-26-000683 filed by TigerOak Management, L.L.C.
    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 4,969 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $212,127.

    13F-HR 0001951757-26-000235 filed by TigerOak Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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