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Zuckerman Investment Group, LLC: XLU position timeline

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

Zuckerman Investment Group, LLC held 50,822 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,822 shares
    Change vs previous 13F -623 shares

    0.19% of the 13F portfolio, value $2,304,290.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, 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 51,445 shares
    Change vs previous 13F +595 shares

    0.22% of the 13F portfolio, value $2,360,793.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, 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 50,850 shares
    Change vs previous 13F +28,131 shares

    0.19% of the 13F portfolio, value $2,170,789.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, 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 22,719 shares
    Change vs previous 13F -2,830 shares

    0.18% of the 13F portfolio, value $1,981,330.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, 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 25,549 shares
    Change vs previous 13F +3,261 shares

    0.2% of the 13F portfolio, value $2,086,333.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, 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 22,288 shares
    Change vs previous 13F +231 shares

    0.19% of the 13F portfolio, value $1,757,404.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, 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 22,057 shares
    Change vs previous 13F +2,377 shares

    0.17% of the 13F portfolio, value $1,727,074.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, 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 19,680 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,589,722.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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