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Tranquility Partners, LLC: XLU position timeline

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

Tranquility Partners, LLC held 13,815 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,815 shares
    Change vs previous 13F -1,674 shares

    0.22% of the 13F portfolio, value $626,364.

    13F-HR 0002085853-26-000814 filed by Tranquility Partners, 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 15,489 shares
    Change vs previous 13F -509 shares

    0.26% of the 13F portfolio, value $689,675.

    13F-HR 0002085853-26-000420 filed by Tranquility Partners, 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 15,998 shares
    Change vs previous 13F +11,015 shares

    0.25% of the 13F portfolio, value $682,967.

    13F-HR 0002085853-26-000174 filed by Tranquility Partners, 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 4,983 shares
    Change vs previous 13F -835 shares

    0.15% of the 13F portfolio, value $434,585.

    13F-HR 0002085853-25-000197 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,818 shares
    Change vs previous 13F -121 shares

    0.17% of the 13F portfolio, value $475,126.

    13F-HR 0001667731-25-000962 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,939 shares
    Change vs previous 13F +7 shares

    0.18% of the 13F portfolio, value $468,318.

    13F-HR 0001667731-25-000514 filed by Tranquility Partners, LLC
    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 5,932 shares
    Change vs previous 13F -3,466 shares

    0.17% of the 13F portfolio, value $448,995.

    13F-HR 0001667731-25-000171 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,398 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $759,147.

    13F-HR 0001783773-24-000004 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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