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Apriem Advisors: XLU position timeline

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

Apriem Advisors held 89,400 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 89,400 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $4,053,396.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 89,400 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $4,102,566.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 89,400 shares
    Change vs previous 13F +44,600 shares

    0.35% of the 13F portfolio, value $3,816,486.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 44,800 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $3,907,008.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 44,800 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $3,658,368.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 44,800 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $3,532,480.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 44,800 shares
    Change vs previous 13F -250 shares

    0.39% of the 13F portfolio, value $3,390,912.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 45,050 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,639,139.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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