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Disclosery

Advisory Alpha, LLC: XLC position timeline

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

Advisory Alpha, LLC held 326,682 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 326,682 shares
    Change vs previous 13F -3,973 shares

    0.86% of the 13F portfolio, value $34,998,522.

    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 330,655 shares
    Change vs previous 13F -148,079 shares

    1% of the 13F portfolio, value $36,657,482.

    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 478,734 shares
    Change vs previous 13F +3,815 shares

    1.53% of the 13F portfolio, value $56,357,504.

    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 474,919 shares
    Change vs previous 13F +119,176 shares

    1.54% of the 13F portfolio, value $55,305,258.

    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 355,743 shares
    Change vs previous 13F -139,313 shares

    1.2% of the 13F portfolio, value $38,608,964.

    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 495,056 shares
    Change vs previous 13F +47,270 shares

    1.62% of the 13F portfolio, value $47,748,151.

    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 447,786 shares
    Change vs previous 13F +44,732 shares

    1.54% of the 13F portfolio, value $43,350,245.

    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 403,054 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $36,436,211.

    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).