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Cadent Capital Advisors, LLC: XLU position timeline

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

Cadent Capital Advisors, LLC held 0 XLU shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -117,359 shares

    13F-HR 0001803536-26-000002 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 117,359 shares
    Change vs previous 13F +60,791 shares

    1.32% of the 13F portfolio, value $5,010,055.

    13F-HR 0001803536-26-000001 filed by Cadent Capital 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 ended2025-09-30
    13F 56,568 shares
    Change vs previous 13F +1,849 shares

    1.31% of the 13F portfolio, value $4,933,308.

    13F-HR 0001803536-25-000005 filed by Cadent Capital 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 ended2025-06-30
    13F 54,719 shares
    Change vs previous 13F +724 shares

    1.46% of the 13F portfolio, value $4,468,318.

    13F-HR 0001803536-25-000004 filed by Cadent Capital 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 ended2025-03-31
    13F 53,995 shares
    Change vs previous 13F -609 shares

    1.62% of the 13F portfolio, value $4,257,508.

    13F-HR 0001803536-25-000003 filed by Cadent Capital 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 ended2024-12-31
    13F 54,604 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $4,132,962.

    13F-HR 0001803536-25-000001 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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