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Advisory Services Network, LLC: XLU position timeline

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

Advisory Services Network, LLC held 337,168 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 337,168 shares
    Change vs previous 13F +79,310 shares

    0.17% of the 13F portfolio, value $15,287,164.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 257,858 shares
    Change vs previous 13F +32,113 shares

    0.16% of the 13F portfolio, value $11,833,113.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 225,745 shares
    Change vs previous 13F +116,307 shares

    0.14% of the 13F portfolio, value $9,637,026.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 109,438 shares
    Change vs previous 13F +23,512 shares

    0.14% of the 13F portfolio, value $9,544,094.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 85,926 shares
    Change vs previous 13F +14,538 shares

    0.12% of the 13F portfolio, value $7,361,312.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 71,388 shares
    Change vs previous 13F -54,137 shares

    0.11% of the 13F portfolio, value $5,628,999.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 125,525 shares
    Change vs previous 13F -971 shares

    0.18% of the 13F portfolio, value $9,500,970.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 126,496 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $8,619,387.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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