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AdvisorShares Investments LLC: XLC position timeline

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

AdvisorShares Investments LLC held 27,906 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,906 shares
    Change vs previous 13F +11,476 shares

    0.36% of the 13F portfolio, value $2,989,570.

    13F-HR 0001829126-26-008605 filed by AdvisorShares 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 16,430 shares
    Change vs previous 13F -8,046 shares

    0.33% of the 13F portfolio, value $1,821,430.

    13F-HR 0001829126-26-004035 filed by AdvisorShares 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 24,476 shares
    Change vs previous 13F +3,082 shares

    0.48% of the 13F portfolio, value $2,881,315.

    13F-HR 0001829126-26-001174 filed by AdvisorShares 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 21,394 shares
    Change vs previous 13F +926 shares

    0.41% of the 13F portfolio, value $2,532,408.

    13F-HR 0001829126-25-008866 filed by AdvisorShares 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 20,468 shares
    Change vs previous 13F -1,348 shares

    0.4% of the 13F portfolio, value $2,221,392.

    13F-HR 0001829126-25-005743 filed by AdvisorShares 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 21,816 shares
    Change vs previous 13F -1,665 shares

    0.41% of the 13F portfolio, value $2,105,462.

    13F-HR 0001829126-25-003609 filed by AdvisorShares 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 23,481 shares
    Change vs previous 13F -1,846 shares

    0.44% of the 13F portfolio, value $2,273,196.

    13F-HR 0001829126-25-001002 filed by AdvisorShares 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 25,327 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,289,561.

    13F-HR 0001829126-24-007503 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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