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Disclosery

Allie Family Office LLC: XLU position timeline

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

Allie Family Office LLC held 23,220 XLU shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 23,220 shares
    Change vs previous 13F +610 shares

    0.39% of the 13F portfolio, value $1,052,795.

    13F-HR/A 0001908612-26-000005 filed by Allie Family Office LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 22,610 shares
    Change vs previous 13F +970 shares

    0.45% of the 13F portfolio, value $1,037,573.

    13F-HR/A 0001908612-26-000004 filed by Allie Family Office LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 21,640 shares
    Change vs previous 13F +9,650 shares

    0.48% of the 13F portfolio, value $1,017,730.

    13F-HR 0001908612-26-000001 filed by Allie Family Office 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 11,990 shares
    Change vs previous 13F -967 shares

    0.5% of the 13F portfolio, value $1,045,648.

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 12,957 shares
    Change vs previous 13F -90 shares

    0.52% of the 13F portfolio, value $1,058,069.

    13F-HR 0001908612-25-000006 filed by Allie Family Office 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 13,047 shares
    Change vs previous 13F +904 shares

    0.56% of the 13F portfolio, value $1,028,756.

    13F-HR 0001908612-25-000005 filed by Allie Family Office 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 12,143 shares
    Change vs previous 13F -305 shares

    0.51% of the 13F portfolio, value $919,104.

    13F-HR 0001908612-25-000004 filed by Allie Family Office 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/A 12,448 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,005,549.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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