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NEUBERGER BERMAN GROUP LLC: XLU position timeline

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

NEUBERGER BERMAN GROUP LLC held 24,680 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 24,680 shares
    Change vs previous 13F -259 shares

    <0.01% of the 13F portfolio, value $1,118,991.

    13F-HR 0001465109-26-000068 filed by NEUBERGER BERMAN 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 24,939 shares
    Change vs previous 13F +177 shares

    <0.01% of the 13F portfolio, value $1,144,451.

    13F-HR 0001465109-26-000030 filed by NEUBERGER BERMAN 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 24,762 shares
    Change vs previous 13F +13,571 shares

    <0.01% of the 13F portfolio, value $1,057,090.

    13F-HR 0001465109-26-000010 filed by NEUBERGER BERMAN 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 11,191 shares
    Change vs previous 13F +1,019 shares

    <0.01% of the 13F portfolio, value $975,967.

    13F-HR 0001465109-25-000020 filed by NEUBERGER BERMAN 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/A 10,172 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $830,646.

    13F-HR/A 0001415889-25-022914 filed by NEUBERGER BERMAN 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 10,427 shares
    Change vs previous 13F -526 shares

    <0.01% of the 13F portfolio, value $822,169.

    13F-HR 0001415889-25-012711 filed by NEUBERGER BERMAN 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 10,953 shares
    Change vs previous 13F -3,246 shares

    <0.01% of the 13F portfolio, value $829,033.

    13F-HR 0001415889-25-003860 filed by NEUBERGER BERMAN 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 14,199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,146,996.

    13F-HR 0001415889-24-026827 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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