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Disclosery

ABLE Financial Group, LLC: XLU position timeline

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

ABLE Financial Group, LLC held 10,756 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,756 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $487,677.

    13F-HR 0001977500-26-000003 filed by ABLE Financial Group, 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 10,756 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $493,593.

    13F-HR 0001977500-26-000002 filed by ABLE Financial Group, 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 10,756 shares
    Change vs previous 13F +5,536 shares

    0.09% of the 13F portfolio, value $459,174.

    13F-HR 0001977500-26-000001 filed by ABLE Financial Group, 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 5,220 shares
    Change vs previous 13F +138 shares

    0.1% of the 13F portfolio, value $455,236.

    13F-HR 0001977500-25-000007 filed by ABLE Financial Group, 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 5,082 shares
    Change vs previous 13F +559 shares

    0.1% of the 13F portfolio, value $414,996.

    13F-HR 0001977500-25-000004 filed by ABLE Financial Group, 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 4,523 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $356,639.

    13F-HR 0001977500-25-000003 filed by ABLE Financial Group, 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 4,523 shares
    Change vs previous 13F +129 shares

    0.1% of the 13F portfolio, value $342,346.

    13F-HR 0001977500-25-000001 filed by ABLE Financial Group, 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 4,394 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $354,947.

    13F-HR 0001977500-24-000004 filed by ABLE Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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