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Disclosery

Simmons Bank: XLU position timeline

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

Simmons Bank held 57,231 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,231 shares
    Change vs previous 13F -1,537 shares

    0.15% of the 13F portfolio, value $2,594,852.

    13F-HR 0001193125-26-328871 filed by Simmons Bank
    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 58,768 shares
    Change vs previous 13F -6,999 shares

    0.18% of the 13F portfolio, value $2,696,866.

    13F-HR 0001193125-26-173397 filed by Simmons Bank
    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 65,767 shares
    Change vs previous 13F +32,270 shares

    0.19% of the 13F portfolio, value $2,807,595.

    13F-HR 0001193125-26-037903 filed by Simmons Bank
    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 33,497 shares
    Change vs previous 13F -297 shares

    0.19% of the 13F portfolio, value $2,921,282.

    13F-HR 0001193125-25-264360 filed by Simmons Bank
    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 33,794 shares
    Change vs previous 13F +125 shares

    0.2% of the 13F portfolio, value $2,759,625.

    13F-HR 0000950123-25-007036 filed by Simmons Bank
    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 33,669 shares
    Change vs previous 13F -69 shares

    0.2% of the 13F portfolio, value $2,654,817.

    13F-HR 0000950123-25-003810 filed by Simmons Bank
    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 33,738 shares
    Change vs previous 13F -33 shares

    0.19% of the 13F portfolio, value $2,553,641.

    13F-HR 0000950123-25-000894 filed by Simmons Bank
    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 33,771 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,728,024.

    13F-HR 0000950123-24-010380 filed by Simmons Bank
    Filed (acceptance time not in the bulk data set), ingested

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