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Certified Advisory Corp: XLU position timeline

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

Certified Advisory Corp held 39,126 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,126 shares
    Change vs previous 13F -2,781 shares

    0.14% of the 13F portfolio, value $1,773,970.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 41,907 shares
    Change vs previous 13F -3,050 shares

    0.17% of the 13F portfolio, value $1,923,096.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 44,957 shares
    Change vs previous 13F +22,725 shares

    0.17% of the 13F portfolio, value $1,919,211.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 22,232 shares
    Change vs previous 13F +1,825 shares

    0.18% of the 13F portfolio, value $1,938,811.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 20,407 shares
    Change vs previous 13F +3,542 shares

    0.17% of the 13F portfolio, value $1,666,466.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 16,865 shares
    Change vs previous 13F -49 shares

    0.15% of the 13F portfolio, value $1,329,767.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 16,914 shares
    Change vs previous 13F +321 shares

    0.14% of the 13F portfolio, value $1,280,198.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 16,593 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,340,415.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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