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Disclosery

Whitener Capital Management, Inc.: XLU position timeline

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

Whitener Capital Management, Inc. held 5,521 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 5,521 shares
    Change vs previous 13F +297 shares

    0.04% of the 13F portfolio, value $217,748.

    13F-HR 0000825217-26-000005 filed by Whitener Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,224 shares
    Change vs previous 13F +142 shares

    0.05% of the 13F portfolio, value $236,856.

    13F-HR 0000825217-26-000003 filed by Whitener Capital Management, Inc.
    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 5,082 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $233,213.

    13F-HR 0000825217-26-000002 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,094 shares
    Change vs previous 13F +2,522 shares

    0.05% of the 13F portfolio, value $217,463.

    13F-HR 0000825217-26-000001 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,572 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $224,304.

    13F-HR 0000825217-25-000003 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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