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Disclosery

StoneX Group Inc.: XLU position timeline

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

StoneX Group Inc. held 181,567 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,567 shares
    Change vs previous 13F +10,062 shares

    0.33% of the 13F portfolio, value $8,229,884.

    13F-HR 0000913760-26-000039 filed by StoneX Group Inc.
    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 171,505 shares
    Change vs previous 13F -406,844 shares

    0.42% of the 13F portfolio, value $7,869,454.

    13F-HR 0000913760-26-000032 filed by StoneX Group Inc.
    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 578,349 shares
    Change vs previous 13F +305,489 shares

    1.07% of the 13F portfolio, value $24,691,854.

    13F-HR 0000913760-26-000018 filed by StoneX Group Inc.
    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 272,860 shares
    Change vs previous 13F +19,033 shares

    1.04% of the 13F portfolio, value $23,796,131.

    13F-HR 0000913760-25-000188 filed by StoneX Group Inc.
    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 253,827 shares
    Change vs previous 13F +199,464 shares

    1.01% of the 13F portfolio, value $20,727,408.

    13F-HR 0000913760-25-000177 filed by StoneX Group Inc.
    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/A 54,363 shares
    Change vs previous 13F +5,120 shares

    0.23% of the 13F portfolio, value $4,286,522.

    13F-HR/A 0000913760-25-000175 filed by StoneX Group Inc.
    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/A 49,243 shares
    Change vs previous 13F +19,233 shares

    0.2% of the 13F portfolio, value $3,727,232.

    13F-HR/A 0000913760-25-000173 filed by StoneX Group Inc.
    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/A 30,010 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,424,242.

    13F-HR/A 0000913760-25-000171 filed by StoneX Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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