Gallagher Fiduciary Advisors, LLC: XLU position timeline

Gallagher Fiduciary Advisors, LLC held 0 XLU shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,866 shares

   13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

2. period ended2025-06-30

   13F 3,866 shares

   Change vs previous 13F -82 shares

   0.01% of the 13F portfolio, value $315,701.

   13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 3,948 shares

   Change vs previous 13F -1,291 shares

   0.01% of the 13F portfolio, value $311,308.

   13F-HR 0001085146-25-003320 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 5,239 shares

   Change vs previous 13F +241 shares

   0.08% of the 13F portfolio, value $396,571.

   13F-HR 0001085146-25-001711 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 4,998 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $403,738.

   13F-HR 0001085146-24-005948 filed by Gallagher Fiduciary Advisors, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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