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Disclosery

Demars Financial Group, LLC: XLU position timeline

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

Demars Financial Group, LLC held 7,081 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,081 shares
    Change vs previous 13F -220 shares

    0.09% of the 13F portfolio, value $321,053.

    13F-HR 0001723115-26-000004 filed by Demars Financial Group, 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 7,301 shares
    Change vs previous 13F -470 shares

    0.11% of the 13F portfolio, value $335,027.

    13F-HR 0001723115-26-000003 filed by Demars Financial Group, 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 7,771 shares
    Change vs previous 13F +3,872 shares

    0.11% of the 13F portfolio, value $331,729.

    13F-HR 0001723115-26-000001 filed by Demars Financial Group, 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 3,899 shares
    Change vs previous 13F -87 shares

    0.12% of the 13F portfolio, value $340,060.

    13F-HR 0001723115-25-000007 filed by Demars Financial Group, 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 3,986 shares
    Change vs previous 13F -4,196,375 shares

    0.13% of the 13F portfolio, value $325,458.

    13F-HR 0001723115-25-000004 filed by Demars Financial Group, 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 4,200,361 shares
    Change vs previous 13F +426,079 shares

    8.13% of the 13F portfolio, value $53,270.

    13F-HR 0001723115-25-000003 filed by Demars Financial Group, 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 3,774,282 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $49,865.

    13F-HR 0001723115-25-000002 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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