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Disclosery

TRUST CO OF OKLAHOMA: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUST CO OF OKLAHOMA on XLU, newest first. How the timeline and the estimate are built.

TRUST CO OF OKLAHOMA held 94,429 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 94,429 shares
    Change vs previous 13F -3,354 shares

    0.99% of the 13F portfolio, value $3,724,280.

    13F-HR 0001083323-26-000004 filed by TRUST CO OF OKLAHOMA
    Accepted , ingested

  2. period ended2026-06-30
    13F 97,783 shares
    Change vs previous 13F -192 shares

    1.14% of the 13F portfolio, value $4,433,482.

    13F-HR 0001083323-26-000003 filed by TRUST CO OF OKLAHOMA
    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 97,975 shares
    Change vs previous 13F +7,035 shares

    1.31% of the 13F portfolio, value $4,496,073.

    13F-HR 0001083323-26-000002 filed by TRUST CO OF OKLAHOMA
    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 90,940 shares
    Change vs previous 13F +44,982 shares

    1.13% of the 13F portfolio, value $3,882,229.

    13F-HR 0001083323-26-000001 filed by TRUST CO OF OKLAHOMA
    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 45,958 shares
    Change vs previous 13F +211 shares

    1.19% of the 13F portfolio, value $4,007,997.

    13F-HR 0001083323-25-000006 filed by TRUST CO OF OKLAHOMA
    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 45,747 shares
    Change vs previous 13F +471 shares

    1.19% of the 13F portfolio, value $3,735,700.

    13F-HR 0001083323-25-000003 filed by TRUST CO OF OKLAHOMA
    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 45,276 shares
    Change vs previous 13F +423 shares

    1.23% of the 13F portfolio, value $3,570,013.

    13F-HR 0001083323-25-000002 filed by TRUST CO OF OKLAHOMA
    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 44,853 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $3,394,923.

    13F-HR 0001083323-25-000001 filed by TRUST CO OF OKLAHOMA
    Filed (acceptance time not in the bulk data set), ingested

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