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BRAVE ASSET MANAGEMENT INC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRAVE ASSET MANAGEMENT INC on XLU, newest first. How the timeline and the estimate are built.

BRAVE ASSET MANAGEMENT INC held 76,334 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,334 shares
    Change vs previous 13F +3,550 shares

    0.74% of the 13F portfolio, value $3,460,984.

    13F-HR 0001172661-26-002526 filed by BRAVE ASSET MANAGEMENT INC
    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 72,784 shares
    Change vs previous 13F +966 shares

    0.79% of the 13F portfolio, value $3,340,058.

    13F-HR 0001172661-26-001505 filed by BRAVE ASSET MANAGEMENT INC
    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 71,818 shares
    Change vs previous 13F +36,889 shares

    0.72% of the 13F portfolio, value $3,065,910.

    13F-HR 0001172661-26-000070 filed by BRAVE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 34,929 shares
    Change vs previous 13F +1,201 shares

    0.74% of the 13F portfolio, value $3,045,024.

    13F-HR 0001172661-25-004342 filed by BRAVE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 33,728 shares
    Change vs previous 13F -144 shares

    0.75% of the 13F portfolio, value $2,757,903.

    13F-HR 0001172661-25-002614 filed by BRAVE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 33,872 shares
    Change vs previous 13F -32,695 shares

    0.84% of the 13F portfolio, value $2,670,807.

    13F-HR 0001172661-25-001465 filed by BRAVE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 66,567 shares
    Change vs previous 13F -676 shares

    1.6% of the 13F portfolio, value $5,038,456.

    13F-HR 0001172661-25-000182 filed by BRAVE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 67,243 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $5,431,890.

    13F-HR 0001172661-24-004215 filed by BRAVE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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