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1834 INVESTMENT ADVISORS CO: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1834 INVESTMENT ADVISORS CO on XLU, newest first. How the timeline and the estimate are built.

1834 INVESTMENT ADVISORS CO held 5,286 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,286 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $239,668.

    13F-HR 0001172661-26-002947 filed by 1834 INVESTMENT ADVISORS CO
    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 5,286 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $242,575.

    13F-HR 0001172661-26-001927 filed by 1834 INVESTMENT ADVISORS CO
    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 5,286 shares
    Change vs previous 13F +2,434 shares

    0.03% of the 13F portfolio, value $225,660.

    13F-HR 0001172661-26-000390 filed by 1834 INVESTMENT ADVISORS CO
    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 2,852 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $248,723.

    13F-HR 0001172661-25-004525 filed by 1834 INVESTMENT ADVISORS CO
    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 2,852 shares
    Change vs previous 13F -74 shares

    0.03% of the 13F portfolio, value $232,895.

    13F-HR 0001172661-25-002618 filed by 1834 INVESTMENT ADVISORS CO
    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 2,926 shares
    Change vs previous 13F -2,069 shares

    0.03% of the 13F portfolio, value $230,716.

    13F-HR 0001172661-25-001635 filed by 1834 INVESTMENT ADVISORS CO
    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 4,995 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $378,072.

    13F-HR 0001172661-25-000290 filed by 1834 INVESTMENT ADVISORS CO
    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 4,995 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $403,497.

    13F-HR 0001172661-24-004407 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

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