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Disclosery

Bellwether Advisors, LLC: XLU position timeline

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

Bellwether Advisors, LLC held 48,538 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 48,538 shares
    Change vs previous 13F -10,581 shares

    0.33% of the 13F portfolio, value $2,200,713.

    13F-HR 0001819815-26-000003 filed by Bellwether 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 59,119 shares
    Change vs previous 13F +59,119 shares

    0.46% of the 13F portfolio, value $2,712,971.

    13F-HR 0001819815-26-000002 filed by Bellwether 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -253 shares

    13F-HR 0001819815-25-000006 filed by Bellwether 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 ended2025-06-30
    13F 253 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $20,660.

    13F-HR 0001819815-25-000003 filed by Bellwether 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 ended2025-03-31
    13F 125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,856.

    13F-HR 0001946654-25-000004 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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