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WOODMONT INVESTMENT COUNSEL LLC: XLU position timeline

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

WOODMONT INVESTMENT COUNSEL LLC held 47,571 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,571 shares
    Change vs previous 13F -31 shares

    0.12% of the 13F portfolio, value $2,156,889.

    13F-HR 0001398344-26-012715 filed by WOODMONT INVESTMENT COUNSEL 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 47,602 shares
    Change vs previous 13F +263 shares

    0.13% of the 13F portfolio, value $2,184,451.

    13F-HR 0001398344-26-008329 filed by WOODMONT INVESTMENT COUNSEL 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 47,339 shares
    Change vs previous 13F +23,676 shares

    0.13% of the 13F portfolio, value $2,020,918.

    13F-HR 0001398344-26-000979 filed by WOODMONT INVESTMENT COUNSEL 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 23,663 shares
    Change vs previous 13F +32 shares

    0.14% of the 13F portfolio, value $2,063,628.

    13F-HR 0001398344-25-020294 filed by WOODMONT INVESTMENT COUNSEL 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 23,631 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $1,929,730.

    13F-HR 0001398344-25-013509 filed by WOODMONT INVESTMENT COUNSEL 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 23,625 shares
    Change vs previous 13F -168 shares

    0.13% of the 13F portfolio, value $1,862,800.

    13F-HR 0001398344-25-007430 filed by WOODMONT INVESTMENT COUNSEL 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 23,793 shares
    Change vs previous 13F -42 shares

    0.13% of the 13F portfolio, value $1,800,869.

    13F-HR 0001398344-25-002433 filed by WOODMONT INVESTMENT COUNSEL LLC
    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 23,835 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,925,378.

    13F-HR 0001398344-24-019751 filed by WOODMONT INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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