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Bryn Mawr Trust Advisors, LLC: XLU position timeline

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

Bryn Mawr Trust Advisors, LLC held 12,107 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,107 shares
    Change vs previous 13F +221 shares

    0.02% of the 13F portfolio, value $548,911.

    13F-HR 0001085146-26-000552 filed by Bryn Mawr Trust 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 11,886 shares
    Change vs previous 13F -856 shares

    0.03% of the 13F portfolio, value $545,468.

    13F-HR 0001085146-26-000380 filed by Bryn Mawr Trust 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 12,742 shares
    Change vs previous 13F +7,660 shares

    0.03% of the 13F portfolio, value $543,953.

    13F-HR 0001085146-26-000145 filed by Bryn Mawr Trust 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 5,082 shares
    Change vs previous 13F +331 shares

    0.02% of the 13F portfolio, value $443,178.

    13F-HR 0001700481-25-000005 filed by Bryn Mawr Trust Advisors, LLC
    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 4,751 shares
    Change vs previous 13F +272 shares

    0.02% of the 13F portfolio, value $387,955.

    13F-HR 0001085146-25-004586 filed by Bryn Mawr Trust Advisors, LLC
    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 4,479 shares
    Change vs previous 13F -752 shares

    0.02% of the 13F portfolio, value $353,169.

    13F-HR 0001085146-25-002560 filed by Bryn Mawr Trust Advisors, LLC
    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/A 5,231 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $395,934.

    13F-HR/A 0001085146-25-000795 filed by Bryn Mawr Trust Advisors, LLC
    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 5,231 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $422,560.

    13F-HR 0001085146-24-005137 filed by Bryn Mawr Trust Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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