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Disclosery

Bay Capital Advisors, LLC: XLU position timeline

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

Bay Capital Advisors, LLC held 4,510 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,510 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $204,483.

    13F-HR 0002055414-26-000003 filed by Bay Capital Advisors, LLC
    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 4,510 shares
    Change vs previous 13F +4,510 shares

    0.13% of the 13F portfolio, value $206,964.

    13F-HR 0002055414-26-000002 filed by Bay Capital 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,680 shares

    13F-HR 0002055414-25-000003 filed by Bay Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 2,680 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $202,849.

    13F-HR 0002055414-25-000001 filed by Bay Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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