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Disclosery

WINCAP FINANCIAL LLC: XLU position timeline

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

WINCAP FINANCIAL LLC held 30,833 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,833 shares
    Change vs previous 13F +1,679 shares

    0.75% of the 13F portfolio, value $1,397,960.

    13F-HR 0001951757-26-000950 filed by WINCAP FINANCIAL 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 29,154 shares
    Change vs previous 13F +1,440 shares

    0.89% of the 13F portfolio, value $1,337,870.

    13F-HR 0001951757-26-000558 filed by WINCAP FINANCIAL 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 27,714 shares
    Change vs previous 13F +13,827 shares

    0.81% of the 13F portfolio, value $1,183,095.

    13F-HR 0001951757-26-000084 filed by WINCAP FINANCIAL 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 13,887 shares
    Change vs previous 13F +481 shares

    0.84% of the 13F portfolio, value $1,211,107.

    13F-HR 0001951757-25-001309 filed by WINCAP FINANCIAL 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 13,406 shares
    Change vs previous 13F -1,289 shares

    0.88% of the 13F portfolio, value $1,094,721.

    13F-HR 0001951757-25-001010 filed by WINCAP FINANCIAL LLC
    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 14,695 shares
    Change vs previous 13F +118 shares

    1.1% of the 13F portfolio, value $1,158,720.

    13F-HR 0001951757-25-000530 filed by WINCAP FINANCIAL LLC
    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 14,577 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,103,309.

    13F-HR 0001951757-25-000529 filed by WINCAP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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