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American Financial Advisors, LLC: XLU position timeline

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

American Financial Advisors, LLC held 6,739 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,739 shares
    Change vs previous 13F -164 shares

    0.04% of the 13F portfolio, value $305,547.

    13F-HR 0002085853-26-000727 filed by American 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 6,903 shares
    Change vs previous 13F -158 shares

    0.04% of the 13F portfolio, value $316,763.

    13F-HR 0002085853-26-000589 filed by American 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 7,061 shares
    Change vs previous 13F +3,546 shares

    0.04% of the 13F portfolio, value $301,436.

    13F-HR 0002085853-26-000173 filed by American 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 3,515 shares
    Change vs previous 13F -70 shares

    0.04% of the 13F portfolio, value $306,539.

    13F-HR 0002085853-25-000169 filed by American 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 3,585 shares
    Change vs previous 13F -148 shares

    0.04% of the 13F portfolio, value $292,727.

    13F-HR 0001667731-25-000761 filed by American 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 3,733 shares
    Change vs previous 13F -88 shares

    0.04% of the 13F portfolio, value $294,309.

    13F-HR 0001667731-25-000565 filed by American 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 3,821 shares
    Change vs previous 13F -1,284 shares

    0.04% of the 13F portfolio, value $289,201.

    13F-HR 0001667731-25-000187 filed by American 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 5,105 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $412,414.

    13F-HR 0001767898-24-000004 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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