Skip to content
Disclosery

DUMONT & BLAKE INVESTMENT ADVISORS LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DUMONT & BLAKE INVESTMENT ADVISORS LLC on XLU, newest first. How the timeline and the estimate are built.

DUMONT & BLAKE INVESTMENT ADVISORS LLC held 18,959 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,959 shares
    Change vs previous 13F +640 shares

    0.19% of the 13F portfolio, value $859,601.

    13F-HR 0001287618-26-000003 filed by DUMONT & BLAKE INVESTMENT ADVISORS 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 18,319 shares
    Change vs previous 13F -299 shares

    0.21% of the 13F portfolio, value $840,659.

    13F-HR 0001287618-26-000002 filed by DUMONT & BLAKE INVESTMENT 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 ended2025-12-31
    13F 18,618 shares
    Change vs previous 13F +9,118 shares

    0.19% of the 13F portfolio, value $795,000.

    13F-HR 0001287618-26-000001 filed by DUMONT & BLAKE INVESTMENT 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 ended2025-09-30
    13F 9,500 shares
    Change vs previous 13F -156 shares

    0.2% of the 13F portfolio, value $828,495.

    13F-HR 0001287618-25-000009 filed by DUMONT & BLAKE INVESTMENT 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 ended2025-06-30
    13F 9,656 shares
    Change vs previous 13F -150 shares

    0.21% of the 13F portfolio, value $788,509.

    13F-HR 0001287618-25-000004 filed by DUMONT & BLAKE INVESTMENT 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 ended2025-03-31
    13F 9,806 shares
    Change vs previous 13F -100 shares

    0.22% of the 13F portfolio, value $773,203.

    13F-HR 0001287618-25-000002 filed by DUMONT & BLAKE INVESTMENT ADVISORS 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 9,906 shares
    Change vs previous 13F -120 shares

    0.2% of the 13F portfolio, value $749,785.

    13F-HR 0001287618-25-000001 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    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 10,026 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $809,900.

    13F-HR 0001287618-24-000006 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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