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WEDBUSH SECURITIES INC: XLU position timeline

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

WEDBUSH SECURITIES INC held 118,069 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,069 shares
    Change vs previous 13F -5,258 shares

    0.14% of the 13F portfolio, value $5,353,000.

    13F-HR 0001142495-26-000008 filed by WEDBUSH SECURITIES INC
    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 123,327 shares
    Change vs previous 13F -4,115 shares

    0.17% of the 13F portfolio, value $5,659,000.

    13F-HR 0001142495-26-000006 filed by WEDBUSH SECURITIES INC
    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 127,442 shares
    Change vs previous 13F +56,734 shares

    0.16% of the 13F portfolio, value $5,441,000.

    13F-HR 0001142495-26-000004 filed by WEDBUSH SECURITIES INC
    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 70,708 shares
    Change vs previous 13F -2,783 shares

    0.2% of the 13F portfolio, value $6,166,000.

    13F-HR 0001142495-25-000034 filed by WEDBUSH SECURITIES INC
    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 73,491 shares
    Change vs previous 13F +8,107 shares

    0.21% of the 13F portfolio, value $6,001,000.

    13F-HR 0001142495-25-000029 filed by WEDBUSH SECURITIES INC
    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 65,384 shares
    Change vs previous 13F +13,412 shares

    0.19% of the 13F portfolio, value $5,155,000.

    13F-HR 0001142495-25-000027 filed by WEDBUSH SECURITIES INC
    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 51,972 shares
    Change vs previous 13F +6,381 shares

    0.14% of the 13F portfolio, value $3,934,000.

    13F-HR 0001142495-25-000025 filed by WEDBUSH SECURITIES INC
    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 45,591 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,683,000.

    13F-HR 0001142495-24-000015 filed by WEDBUSH SECURITIES INC
    Filed (acceptance time not in the bulk data set), ingested

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