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CENTAURUS FINANCIAL, INC.: XLU position timeline

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

CENTAURUS FINANCIAL, INC. held 191,916 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,916 shares
    Change vs previous 13F +6,657 shares

    0.34% of the 13F portfolio, value $8,701,000.

    13F-HR 0000891943-26-000010 filed by CENTAURUS FINANCIAL, 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 185,259 shares
    Change vs previous 13F -19,116 shares

    0.4% of the 13F portfolio, value $8,502,000.

    13F-HR 0000891943-26-000005 filed by CENTAURUS FINANCIAL, 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 204,375 shares
    Change vs previous 13F +110,992 shares

    0.4% of the 13F portfolio, value $8,725,000.

    13F-HR 0000891943-26-000001 filed by CENTAURUS FINANCIAL, 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 93,383 shares
    Change vs previous 13F +696 shares

    0.38% of the 13F portfolio, value $8,144,000.

    13F-HR 0000891943-25-000011 filed by CENTAURUS FINANCIAL, 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 92,687 shares
    Change vs previous 13F +8,737 shares

    0.44% of the 13F portfolio, value $7,569,000.

    13F-HR 0000891943-25-000009 filed by CENTAURUS FINANCIAL, 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 83,950 shares
    Change vs previous 13F +26,875 shares

    0.4% of the 13F portfolio, value $6,619,000.

    13F-HR 0000891943-25-000005 filed by CENTAURUS FINANCIAL, 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 57,075 shares
    Change vs previous 13F -1,302 shares

    0.26% of the 13F portfolio, value $4,320,000.

    13F-HR 0000891943-25-000003 filed by CENTAURUS FINANCIAL, 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 58,377 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,716,000.

    13F-HR 0000891943-24-000005 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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