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All Terrain Financial Advisors, LLC: XLU position timeline

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

All Terrain Financial Advisors, LLC held 7,870 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 7,870 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $356,817.

    13F-HR 0001062993-26-004170 filed by All Terrain Financial Advisors, 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 7,860 shares
    Change vs previous 13F +10 shares

    0.11% of the 13F portfolio, value $360,706.

    13F-HR 0001062993-26-002529 filed by All Terrain Financial Advisors, 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 7,850 shares
    Change vs previous 13F +3,930 shares

    0.1% of the 13F portfolio, value $335,113.

    13F-HR 0001062993-26-000800 filed by All Terrain Financial Advisors, 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 3,920 shares
    Change vs previous 13F -243 shares

    0.11% of the 13F portfolio, value $341,840.

    13F-HR 0001062993-25-016656 filed by All Terrain Financial Advisors, 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 4,163 shares
    Change vs previous 13F -293 shares

    0.12% of the 13F portfolio, value $339,934.

    13F-HR 0001062993-25-014224 filed by All Terrain Financial Advisors, 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 4,456 shares
    Change vs previous 13F +6 shares

    0.14% of the 13F portfolio, value $351,332.

    13F-HR 0001062993-25-009435 filed by All Terrain Financial Advisors, 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 4,450 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $336,852.

    13F-HR 0001062993-25-002379 filed by All Terrain Financial Advisors, 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 4,444 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $359,020.

    13F-HR 0001062993-24-019003 filed by All Terrain Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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