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Disclosery

Advisory Alpha, LLC: XLU position timeline

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

Advisory Alpha, LLC held 320,069 XLU 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 320,069 shares
    Change vs previous 13F -342,340 shares

    0.36% of the 13F portfolio, value $14,512,376.

    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 662,409 shares
    Change vs previous 13F +191,819 shares

    0.83% of the 13F portfolio, value $30,398,527.

    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 470,590 shares
    Change vs previous 13F +236,598 shares

    0.55% of the 13F portfolio, value $20,089,978.

    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 233,992 shares
    Change vs previous 13F +9,747 shares

    0.57% of the 13F portfolio, value $20,566,399.

    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 224,245 shares
    Change vs previous 13F +3,565 shares

    0.57% of the 13F portfolio, value $18,311,950.

    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 220,680 shares
    Change vs previous 13F +12,374 shares

    0.59% of the 13F portfolio, value $17,400,640.

    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 208,306 shares
    Change vs previous 13F -382 shares

    0.56% of the 13F portfolio, value $15,766,683.

    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 208,688 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $16,857,950.

    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).