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Disclosery

Bray Capital Advisors: XLU position timeline

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

Bray Capital Advisors held 41,371 XLU shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 41,371 shares
    Change vs previous 13F -6,629 shares

    0.85% of the 13F portfolio, value $3,131,334.

    13F-HR 0001580642-25-000663 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 48,000 shares
    Change vs previous 13F -1,569 shares

    0.95% of the 13F portfolio, value $3,877,418.

    13F-HR 0001580642-24-006545 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 49,569 shares
    Change vs previous 13F +1,592 shares

    0.85% of the 13F portfolio, value $3,377,638.

    13F-HR 0001580642-24-004036 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 47,977 shares
    Change vs previous 13F +1,118 shares

    0.8% of the 13F portfolio, value $3,149,713.

    13F-HR 0001580642-24-002387 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 46,859 shares
    Change vs previous 13F +992 shares

    0.82% of the 13F portfolio, value $2,967,552.

    13F-HR 0001580642-24-000585 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 45,867 shares
    Change vs previous 13F +121 shares

    0.82% of the 13F portfolio, value $2,702,939.

    13F-HR 0001580642-23-005759 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 45,746 shares
    Change vs previous 13F -698 shares

    0.9% of the 13F portfolio, value $2,993,590.

    13F-HR 0001580642-23-003829 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 46,444 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,143,808.

    13F-HR 0001580642-23-002305 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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