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Disclosery

Marex Group Ltd: XLU position timeline

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

Marex Group Ltd held 24,095 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 24,095 shares
    Change vs previous 13F +3,704 shares

    0.01% of the 13F portfolio, value $1,092,467.

    13F-HR 0001997464-26-000070 filed by Marex Group Ltd
    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 20,391 shares
    Change vs previous 13F +15,088 shares

    0.01% of the 13F portfolio, value $935,743.

    13F-HR 0001997464-26-000058 filed by Marex Group Ltd
    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 5,303 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $226,385.

    13F-HR 0001997464-26-000002 filed by Marex Group Ltd
    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 5,094 shares
    Change vs previous 13F +5,094 shares

    0.01% of the 13F portfolio, value $444,247.

    13F-HR 0001997464-25-000068 filed by Marex Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -8,154 shares

    13F-HR 0001997464-26-000040 filed by Marex Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

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

  6. period ended2024-12-31
    13F 8,154 shares
    Change vs previous 13F -211,200 shares

    0.01% of the 13F portfolio, value $617,176.

    13F-HR 0001997464-26-000041 filed by Marex Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 219,354 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $17,719,416.

    13F-HR 0001997464-26-000049 filed by Marex Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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