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Bluesphere Advisors LLC: XLU position timeline

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

Bluesphere Advisors LLC held 4,540 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,540 shares
    Change vs previous 13F +18 shares

    0.06% of the 13F portfolio, value $205,865.

    13F-HR 0001951757-26-001085 filed by Bluesphere 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 4,522 shares
    Change vs previous 13F -264 shares

    0.07% of the 13F portfolio, value $207,516.

    13F-HR 0001951757-26-000691 filed by Bluesphere 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 4,786 shares
    Change vs previous 13F +2,413 shares

    0.09% of the 13F portfolio, value $204,321.

    13F-HR 0001951757-26-000238 filed by Bluesphere 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 ended2025-09-30
    13F 2,373 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $206,919.

    13F-HR 0001951757-25-001256 filed by Bluesphere Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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