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Disclosery

Tidal Investments LLC: XLU position timeline

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

Tidal Investments LLC held 103,274 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 103,274 shares
    Change vs previous 13F -31,817 shares

    0.01% of the 13F portfolio, value $4,682,443.

    13F-HR 0002000324-26-003371 filed by Tidal Investments 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 135,091 shares
    Change vs previous 13F +46,780 shares

    0.02% of the 13F portfolio, value $6,199,326.

    13F-HR 0002000324-26-001933 filed by Tidal Investments 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 88,311 shares
    Change vs previous 13F +63,011 shares

    0.02% of the 13F portfolio, value $3,769,997.

    13F-HR 0001600064-26-000002 filed by Tidal Investments 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 25,300 shares
    Change vs previous 13F +13,058 shares

    0.01% of the 13F portfolio, value $2,206,413.

    13F-HR 0001600064-25-000011 filed by Tidal Investments 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 12,242 shares
    Change vs previous 13F -24,183 shares

    0.01% of the 13F portfolio, value $999,682.

    13F-HR 0001600064-25-000009 filed by Tidal Investments 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 36,425 shares
    Change vs previous 13F -58,931 shares

    0.02% of the 13F portfolio, value $2,872,111.

    13F-HR 0001600064-25-000007 filed by Tidal Investments 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 95,356 shares
    Change vs previous 13F +30,692 shares

    0.06% of the 13F portfolio, value $7,217,496.

    13F-HR 0001600064-25-000003 filed by Tidal Investments 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/A 64,664 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,223,557.

    13F-HR/A 0001600064-24-000008 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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