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Altura Wealth Advisors Inc.: XLU position timeline

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

Altura Wealth Advisors Inc. held 59,507 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,507 shares
    Change vs previous 13F +23,675 shares

    0.91% of the 13F portfolio, value $2,698,032.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
    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 35,832 shares
    Change vs previous 13F -20,217 shares

    0.72% of the 13F portfolio, value $1,644,351.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
    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 56,049 shares
    Change vs previous 13F +30,551 shares

    1.03% of the 13F portfolio, value $2,392,712.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
    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 25,498 shares
    Change vs previous 13F +4,287 shares

    1.06% of the 13F portfolio, value $2,223,706.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
    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 21,211 shares
    Change vs previous 13F +194 shares

    0.97% of the 13F portfolio, value $1,732,071.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
    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 21,017 shares
    Change vs previous 13F +4,948 shares

    1.1% of the 13F portfolio, value $1,657,216.

    13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors Inc.
    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 16,069 shares
    Change vs previous 13F -2,306 shares

    0.9% of the 13F portfolio, value $1,216,231.

    13F-HR 0001420506-25-000292 filed by Altura Wealth Advisors Inc.
    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 18,375 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,484,409.

    13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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