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Disclosery

Windham Capital Management, LLC: XLU position timeline

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

Windham Capital Management, LLC held 0 XLU shares at 2024-03-31 per its 13F-HR filed 2024-05-13.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -27,272 shares

    13F-HR 0000950123-24-004672 filed by Windham Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 27,272 shares
    Change vs previous 13F +255 shares

    0.64% of the 13F portfolio, value $1,727,144.

    13F-HR 0000950123-24-000546 filed by Windham Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 27,017 shares
    Change vs previous 13F +217 shares

    0.64% of the 13F portfolio, value $1,592,123.

    13F-HR 0000950123-23-009443 filed by Windham Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 26,800 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,753,792.

    13F-HR 0000950123-23-006581 filed by Windham Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 26,800 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,814,092.

    13F-HR 0000950123-23-003534 filed by Windham Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 26,800 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,889,400.

    13F-HR 0000950123-23-001247 filed by Windham Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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