Skip to content
Disclosery

ALERUS FINANCIAL NA: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALERUS FINANCIAL NA on XLY, newest first. How the timeline and the estimate are built.

ALERUS FINANCIAL NA held 58 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,802.

    13F-HR 0000919458-26-000003 filed by ALERUS FINANCIAL NA
    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 58 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,321.

    13F-HR 0000919458-26-000002 filed by ALERUS FINANCIAL NA
    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 58 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $6,926.

    13F-HR 0000919458-26-000001 filed by ALERUS FINANCIAL NA
    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 29 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,950.

    13F-HR 0000919458-25-000007 filed by ALERUS FINANCIAL NA
    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 29 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $6,303.

    13F-HR 0000919458-25-000003 filed by ALERUS FINANCIAL NA
    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 0 shares
    Change vs previous 13F -20,996 shares

    13F-HR 0000919458-25-000002 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 20,996 shares
    Change vs previous 13F +7,886 shares

    0.36% of the 13F portfolio, value $4,710,474.

    13F-HR 0000919458-25-000001 filed by ALERUS FINANCIAL NA
    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 13,110 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,626,847.

    13F-HR 0000919458-24-000005 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

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