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WELLINGTON MANAGEMENT GROUP LLP: XLU position timeline

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

WELLINGTON MANAGEMENT GROUP LLP held 945,995 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 945,995 shares
    Change vs previous 13F +945,995 shares

    0.01% of the 13F portfolio, value $42,891,413.

    13F-HR 0000902219-26-000311 filed by WELLINGTON MANAGEMENT GROUP LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,565 shares

    13F-HR 0000902219-26-000103 filed by WELLINGTON MANAGEMENT GROUP LLP
    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.

  3. period ended2025-09-30
    13F 2,565 shares
    Change vs previous 13F -9,255 shares

    <0.01% of the 13F portfolio, value $223,694.

    13F-HR 0000902219-25-000462 filed by WELLINGTON MANAGEMENT GROUP LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 11,820 shares
    Change vs previous 13F -35,032 shares

    <0.01% of the 13F portfolio, value $965,221.

    13F-HR 0000902219-25-000356 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 46,852 shares
    Change vs previous 13F +33,196 shares

    <0.01% of the 13F portfolio, value $3,694,280.

    13F-HR 0000902219-25-000242 filed by WELLINGTON MANAGEMENT GROUP LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F/A 13,656 shares
    Change vs previous 13F -3,722 shares

    <0.01% of the 13F portfolio, value $1,033,623.

    13F-HR 0000902219-25-000131 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 17,378 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,403,795.

    13F-HR 0000902219-24-000498 filed by WELLINGTON MANAGEMENT GROUP LLP
    Filed (acceptance time not in the bulk data set), ingested

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