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Ausdal Financial Partners, Inc.: XLU position timeline

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

Ausdal Financial Partners, Inc. held 136,362 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 136,362 shares
    Change vs previous 13F +32,739 shares

    0.24% of the 13F portfolio, value $6,182,658.

    13F-HR 0001172661-26-003683 filed by Ausdal Financial Partners, 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 103,623 shares
    Change vs previous 13F -38,810 shares

    0.21% of the 13F portfolio, value $4,755,258.

    13F-HR 0001172661-26-001690 filed by Ausdal Financial Partners, 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 142,433 shares
    Change vs previous 13F +91,184 shares

    0.28% of the 13F portfolio, value $6,080,492.

    13F-HR 0001172661-26-000735 filed by Ausdal Financial Partners, 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 51,249 shares
    Change vs previous 13F +14,770 shares

    0.22% of the 13F portfolio, value $4,469,419.

    13F-HR 0001172661-25-005078 filed by Ausdal Financial Partners, 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 36,479 shares
    Change vs previous 13F -5,548 shares

    0.2% of the 13F portfolio, value $2,978,465.

    13F-HR 0001172661-25-003522 filed by Ausdal Financial Partners, 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 42,027 shares
    Change vs previous 13F +3,991 shares

    0.25% of the 13F portfolio, value $3,313,812.

    13F-HR 0001172661-25-002287 filed by Ausdal Financial Partners, 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 38,036 shares
    Change vs previous 13F +34,223 shares

    0.25% of the 13F portfolio, value $2,878,950.

    13F-HR 0001172661-25-000672 filed by Ausdal Financial Partners, Inc.
    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 3,813 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $308,016.

    13F-HR 0001172661-24-004142 filed by Ausdal Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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