Trident Investment Management, LLC: XLU position timeline

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

Trident Investment Management, LLC held 0 XLU shares at 2013-09-30 per its 13F-HR filed 2013-11-08.

the latest 13F is the newest step

period ended2013-09-30
13F 0 shares
Change vs previous 13F -49,527 shares
13F-HR 0001140361-13-041446 filed by Trident Investment Management, LLC
Filed 2013-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2013-06-30
13F 49,527 shares
Change vs previous 13F not available
7.75% of the 13F portfolio, value $1,864,000.
13F-HR 0001140361-13-031720 filed by Trident Investment Management, LLC
Filed 2013-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC
Acceptance time not in the bulk data set (spec §4.2).