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Disclosery

AMERIFLEX GROUP, INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERIFLEX GROUP, INC. on XLU, newest first. How the timeline and the estimate are built.

AMERIFLEX GROUP, INC. held 700 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 700 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $31,738.

    13F-HR 0002057637-26-000003 filed by AMERIFLEX GROUP, 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 700 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $32,123.

    13F-HR 0002057637-26-000002 filed by AMERIFLEX GROUP, 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 700 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $29,883.

    13F-HR 0002057637-26-000001 filed by AMERIFLEX GROUP, 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 700 shares
    Change vs previous 13F +469 shares

    0.02% of the 13F portfolio, value $61,047.

    13F-HR 0002057637-25-000006 filed by AMERIFLEX GROUP, 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 231 shares
    Change vs previous 13F -1,540 shares

    0.01% of the 13F portfolio, value $18,750.

    13F-HR 0002057637-25-000003 filed by AMERIFLEX GROUP, 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 1,771 shares
    Change vs previous 13F -250 shares

    0.06% of the 13F portfolio, value $139,643.

    13F-HR 0002057637-25-000002 filed by AMERIFLEX GROUP, 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 2,021 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $157,395.

    13F-HR 0002057637-25-000001 filed by AMERIFLEX GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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