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Advanced Asset Management Advisors Inc: XLU position timeline

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

Advanced Asset Management Advisors Inc held 4,792 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,792 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $217,262.

    13F-HR 0001398344-26-012202 filed by Advanced Asset Management Advisors 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 4,770 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $218,876.

    13F-HR 0001398344-26-007075 filed by Advanced Asset Management Advisors 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 4,690 shares
    Change vs previous 13F +2,099 shares

    0.05% of the 13F portfolio, value $200,228.

    13F-HR 0001398344-26-001786 filed by Advanced Asset Management Advisors 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 2,591 shares
    Change vs previous 13F -238 shares

    0.06% of the 13F portfolio, value $225,922.

    13F-HR 0001398344-25-019298 filed by Advanced Asset Management Advisors 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 2,829 shares
    Change vs previous 13F -308 shares

    0.06% of the 13F portfolio, value $231,016.

    13F-HR 0001398344-25-013676 filed by Advanced Asset Management Advisors 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 3,137 shares
    Change vs previous 13F -227 shares

    0.07% of the 13F portfolio, value $247,358.

    13F-HR 0001398344-25-007241 filed by Advanced Asset Management Advisors 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 3,364 shares
    Change vs previous 13F -138 shares

    0.07% of the 13F portfolio, value $254,621.

    13F-HR 0001398344-25-001513 filed by Advanced Asset Management Advisors 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 3,502 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $238,626.

    13F-HR 0001398344-24-019338 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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