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Barry Investment Advisors, LLC: XLU position timeline

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

Barry Investment Advisors, LLC held 10,394 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,394 shares
    Change vs previous 13F -78 shares

    0.08% of the 13F portfolio, value $409,924.

    13F-HR 0002085853-26-001166 filed by Barry Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,472 shares
    Change vs previous 13F -431 shares

    0.1% of the 13F portfolio, value $474,788.

    13F-HR 0002085853-26-000677 filed by Barry Investment 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 ended2026-03-31
    13F 10,903 shares
    Change vs previous 13F -33 shares

    0.11% of the 13F portfolio, value $500,339.

    13F-HR 0002085853-26-000467 filed by Barry Investment 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 ended2025-12-31
    13F 10,936 shares
    Change vs previous 13F +5,483 shares

    0.1% of the 13F portfolio, value $466,840.

    13F-HR 0002085853-26-000228 filed by Barry Investment 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 ended2025-09-30
    13F 5,453 shares
    Change vs previous 13F -461 shares

    0.11% of the 13F portfolio, value $475,556.

    13F-HR 0001631639-25-000004 filed by Barry Investment 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 ended2025-06-30
    13F 5,914 shares
    Change vs previous 13F +64 shares

    0.12% of the 13F portfolio, value $482,971.

    13F-HR 0001221073-25-000059 filed by Barry Investment 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 ended2025-03-31
    13F 5,850 shares
    Change vs previous 13F +17 shares

    0.12% of the 13F portfolio, value $461,245.

    13F-HR 0001221073-25-000045 filed by Barry Investment 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 ended2024-12-31
    13F 5,833 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $441,509.

    13F-HR 0001221073-25-000009 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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