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Disclosery

Cypress Capital Group: XLU position timeline

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

Cypress Capital Group held 27,410 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,410 shares
    Change vs previous 13F +1,820 shares

    0.12% of the 13F portfolio, value $1,242,769.

    13F-HR 0001172661-26-003071 filed by Cypress Capital Group
    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 25,590 shares
    Change vs previous 13F -2,740 shares

    0.13% of the 13F portfolio, value $1,174,326.

    13F-HR 0001172661-26-002241 filed by Cypress Capital Group
    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 28,330 shares
    Change vs previous 13F +16,696 shares

    0.14% of the 13F portfolio, value $1,209,407.

    13F-HR 0001172661-26-000624 filed by Cypress Capital Group
    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 11,634 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,014,601.

    13F-HR 0001172661-25-004557 filed by Cypress Capital Group
    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 11,634 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $950,033.

    13F-HR 0001172661-25-002744 filed by Cypress Capital Group
    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 11,634 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $917,341.

    13F-HR 0001172661-25-001689 filed by Cypress Capital Group
    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 11,634 shares
    Change vs previous 13F -1,669 shares

    0.11% of the 13F portfolio, value $880,578.

    13F-HR 0001172661-25-000527 filed by Cypress Capital Group
    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 13,303 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,074,616.

    13F-HR 0001172661-24-004536 filed by Cypress Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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