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Disclosery

Broussard Financial Group LLC: XLU position timeline

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

Broussard Financial Group LLC held 82,193 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 82,193 shares
    Change vs previous 13F -39,646 shares

    2.98% of the 13F portfolio, value $3,726,631.

    13F-HR 0001548136-26-000003 filed by Broussard Financial Group 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 121,839 shares
    Change vs previous 13F +2,413 shares

    4.47% of the 13F portfolio, value $5,591,192.

    13F-HR 0001548136-26-000002 filed by Broussard Financial Group 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 119,426 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $5,098,296.

    13F-HR 0001548136-26-000001 filed by Broussard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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