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American Alpha Advisors, LLC: XLU position timeline

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

American Alpha Advisors, LLC held 22,126 XLU 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 22,126 shares
    Change vs previous 13F +867 shares

    0.59% of the 13F portfolio, value $1,003,193.

    13F-HR 0002041441-26-000004 filed by American Alpha 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 21,259 shares
    Change vs previous 13F +708 shares

    0.57% of the 13F portfolio, value $975,576.

    13F-HR 0002041441-26-000003 filed by American Alpha 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/A 20,551 shares
    Change vs previous 13F +11,290 shares

    0.55% of the 13F portfolio, value $877,322.

    13F-HR/A 0002041441-26-000002 filed by American Alpha 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 9,261 shares
    Change vs previous 13F +3,842 shares

    0.58% of the 13F portfolio, value $807,652.

    13F-HR 0002041441-25-000007 filed by American Alpha 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 5,419 shares
    Change vs previous 13F -233 shares

    0.36% of the 13F portfolio, value $442,516.

    13F-HR 0002041441-25-000006 filed by American Alpha 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 5,652 shares
    Change vs previous 13F +3 shares

    0.4% of the 13F portfolio, value $445,660.

    13F-HR 0002041441-25-000002 filed by American Alpha 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 5,649 shares
    Change vs previous 13F +284 shares

    0.39% of the 13F portfolio, value $427,573.

    13F-HR 0002041441-25-000001 filed by American Alpha 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 5,365 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $433,385.

    13F-HR 0002041441-24-000001 filed by American Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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