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Disclosery

BLUELINE ADVISORS LLC: XLU position timeline

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

BLUELINE ADVISORS LLC held 92,147 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,147 shares
    Change vs previous 13F +3,569 shares

    2.89% of the 13F portfolio, value $4,177,943.

    13F-HR 0002110066-26-000004 filed by BLUELINE 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 88,578 shares
    Change vs previous 13F +6,214 shares

    3.15% of the 13F portfolio, value $4,064,829.

    13F-HR 0002110066-26-000002 filed by BLUELINE 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 ended2025-12-31
    13F 82,364 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $3,516,112.

    13F-HR 0002110066-26-000001 filed by BLUELINE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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