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Algorithmic Investment Models, LLC: XLU position timeline

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

Algorithmic Investment Models, LLC held 116,897 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,897 shares
    Change vs previous 13F -1,021 shares

    6.13% of the 13F portfolio, value $5,300,094.

    13F-HR 0001172661-26-003158 filed by Algorithmic Investment Models, 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 117,918 shares
    Change vs previous 13F +3,006 shares

    6.68% of the 13F portfolio, value $5,411,261.

    13F-HR 0001172661-26-001908 filed by Algorithmic Investment Models, 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 114,912 shares
    Change vs previous 13F +55,424 shares

    6.05% of the 13F portfolio, value $4,905,611.

    13F-HR 0001172661-26-000565 filed by Algorithmic Investment Models, 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 59,488 shares
    Change vs previous 13F -15,861 shares

    3.44% of the 13F portfolio, value $5,187,994.

    13F-HR 0001172661-25-004663 filed by Algorithmic Investment Models, 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 75,349 shares
    Change vs previous 13F +9,291 shares

    4.21% of the 13F portfolio, value $6,153,021.

    13F-HR 0001172661-25-002991 filed by Algorithmic Investment Models, 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 66,058 shares
    Change vs previous 13F -11,014 shares

    3.84% of the 13F portfolio, value $5,208,673.

    13F-HR 0001172661-25-002032 filed by Algorithmic Investment Models, 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 77,072 shares
    Change vs previous 13F +17,127 shares

    4.5% of the 13F portfolio, value $5,833,576.

    13F-HR 0001172661-25-001067 filed by Algorithmic Investment Models, 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 59,945 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $4,842,395.

    13F-HR 0001172661-24-004462 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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