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Disclosery

Bill Few Associates, Inc.: XLU position timeline

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

Bill Few Associates, Inc. held 5,938 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,938 shares
    Change vs previous 13F +745 shares

    0.05% of the 13F portfolio, value $234,189.

    13F-HR 0001085146-26-000856 filed by Bill Few Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,193 shares
    Change vs previous 13F -1,007 shares

    0.05% of the 13F portfolio, value $235,462.

    13F-HR 0001914644-26-000003 filed by Bill Few Associates, Inc.
    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 6,200 shares
    Change vs previous 13F +1,371 shares

    0.07% of the 13F portfolio, value $284,519.

    13F-HR 0001914644-26-000002 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,829 shares
    Change vs previous 13F +2,432 shares

    0.05% of the 13F portfolio, value $206,146.

    13F-HR 0001914644-26-000001 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,397 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $209,069.

    13F-HR 0001914644-25-000003 filed by Bill Few Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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