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Cambridge Investment Research Advisors, Inc.: XLU position timeline

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

Cambridge Investment Research Advisors, Inc. held 1,096,813 XLU shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,096,813 shares
    Change vs previous 13F +16,641 shares

    0.11% of the 13F portfolio, value $49,729,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, 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 1,080,172 shares
    Change vs previous 13F +15,819 shares

    0.13% of the 13F portfolio, value $49,569,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, 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 1,064,353 shares
    Change vs previous 13F +582,169 shares

    0.12% of the 13F portfolio, value $45,437,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, 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 482,184 shares
    Change vs previous 13F -34,900 shares

    0.12% of the 13F portfolio, value $42,051,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, 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 517,084 shares
    Change vs previous 13F +108,296 shares

    0.13% of the 13F portfolio, value $42,225,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, 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 408,788 shares
    Change vs previous 13F -39,681 shares

    0.11% of the 13F portfolio, value $32,233,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, 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 448,469 shares
    Change vs previous 13F -124,166 shares

    0.11% of the 13F portfolio, value $33,945,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research Advisors, 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 572,635 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $46,257,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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