Skip to content
Disclosery

Advisory Alpha, LLC: XLB position timeline

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

Advisory Alpha, LLC held 415,988 XLB 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 415,988 shares
    Change vs previous 13F -3,809 shares

    0.52% of the 13F portfolio, value $21,145,158.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 419,797 shares
    Change vs previous 13F +4,663 shares

    0.57% of the 13F portfolio, value $20,977,689.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 415,134 shares
    Change vs previous 13F +212,114 shares

    0.51% of the 13F portfolio, value $18,826,719.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 203,020 shares
    Change vs previous 13F -103,210 shares

    0.51% of the 13F portfolio, value $18,213,696.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 306,230 shares
    Change vs previous 13F +79,676 shares

    0.84% of the 13F portfolio, value $26,890,137.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 226,554 shares
    Change vs previous 13F +19,758 shares

    0.66% of the 13F portfolio, value $19,479,099.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 206,796 shares
    Change vs previous 13F +106,440 shares

    0.62% of the 13F portfolio, value $17,399,890.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 100,356 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $9,672,507.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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