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Disclosery

Fiduciary Trust Co: XLU position timeline

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

Fiduciary Trust Co held 9,392 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,392 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $425,833.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 9,692 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $444,766.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 9,692 shares
    Change vs previous 13F +4,771 shares

    <0.01% of the 13F portfolio, value $413,751.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 4,921 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $429,161.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 4,986 shares
    Change vs previous 13F -350 shares

    0.01% of the 13F portfolio, value $407,157.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 5,336 shares
    Change vs previous 13F +415 shares

    0.01% of the 13F portfolio, value $420,744.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 4,921 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $372,470.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 4,875 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $393,803.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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