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Visionary Horizons, LLC: XLU position timeline

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

Visionary Horizons, LLC held 25,236 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,236 shares
    Change vs previous 13F -49,614 shares

    0.48% of the 13F portfolio, value $1,144,239.

    13F-HR 0002003615-26-000004 filed by Visionary Horizons, 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 74,850 shares
    Change vs previous 13F +41,333 shares

    1.69% of the 13F portfolio, value $3,434,903.

    13F-HR 0002003615-26-000003 filed by Visionary Horizons, 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 33,517 shares
    Change vs previous 13F +25,207 shares

    0.74% of the 13F portfolio, value $1,430,880.

    13F-HR 0002003615-26-000001 filed by Visionary Horizons, 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 8,310 shares
    Change vs previous 13F +3,229 shares

    0.41% of the 13F portfolio, value $724,760.

    13F-HR 0002003615-25-000003 filed by Visionary Horizons, 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 5,081 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $414,914.

    13F-HR 0001085146-25-004033 filed by Visionary Horizons, LLC
    Filed (acceptance time not in the bulk data set), ingested

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