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Arkos Global Advisors: XLU position timeline

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

Arkos Global Advisors held 355,959 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 355,959 shares
    Change vs previous 13F +21,909 shares

    1.91% of the 13F portfolio, value $16,139,000.

    13F-HR 0001769089-26-000005 filed by Arkos Global 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 334,050 shares
    Change vs previous 13F -3,964 shares

    1.92% of the 13F portfolio, value $15,330,000.

    13F-HR 0001769089-26-000004 filed by Arkos Global 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 338,014 shares
    Change vs previous 13F +180,344 shares

    1.85% of the 13F portfolio, value $14,430,000.

    13F-HR 0001769089-26-000001 filed by Arkos Global 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 157,670 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $13,750,000.

    13F-HR 0001769089-25-000005 filed by Arkos Global Advisors
    Filed (acceptance time not in the bulk data set), ingested

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