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Disclosery

Waycross Investment Management Co: XLU position timeline

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

Waycross Investment Management Co held 149,339 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 149,339 shares
    Change vs previous 13F +1,196 shares

    4.76% of the 13F portfolio, value $5,889,931.

    13F-HR 0001922448-26-000007 filed by Waycross Investment Management Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 148,143 shares
    Change vs previous 13F +6,561 shares

    5.11% of the 13F portfolio, value $6,716,801.

    13F-HR 0001922448-26-000004 filed by Waycross Investment Management Co
    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 141,582 shares
    Change vs previous 13F +9,670 shares

    6.2% of the 13F portfolio, value $6,497,193.

    13F-HR 0001922448-26-000003 filed by Waycross Investment Management Co
    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 131,912 shares
    Change vs previous 13F +77,416 shares

    4.95% of the 13F portfolio, value $5,631,342.

    13F-HR 0001922448-26-000002 filed by Waycross Investment Management Co
    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 54,496 shares
    Change vs previous 13F +1,305 shares

    4.85% of the 13F portfolio, value $4,752,558.

    13F-HR 0001922448-25-000011 filed by Waycross Investment Management Co
    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 53,191 shares
    Change vs previous 13F +2,478 shares

    4.52% of the 13F portfolio, value $4,343,577.

    13F-HR 0001922448-25-000005 filed by Waycross Investment Management Co
    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 50,713 shares
    Change vs previous 13F -343 shares

    4.51% of the 13F portfolio, value $3,998,720.

    13F-HR 0001922448-25-000004 filed by Waycross Investment Management Co
    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 51,056 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $3,864,429.

    13F-HR 0001922448-25-000002 filed by Waycross Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

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