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E&G Advisors, LLC: XLU position timeline

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

E&G Advisors, LLC held 20,664 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,664 shares
    Change vs previous 13F +65 shares

    0.16% of the 13F portfolio, value $814,988.

    13F-HR 0001754960-26-000854 filed by E&G Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,599 shares
    Change vs previous 13F +750 shares

    0.18% of the 13F portfolio, value $933,959.

    13F-HR 0001754960-26-000618 filed by E&G 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 ended2026-03-31
    13F 19,849 shares
    Change vs previous 13F +175 shares

    0.2% of the 13F portfolio, value $910,871.

    13F-HR 0001062993-26-002064 filed by E&G 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 ended2025-12-31
    13F 19,674 shares
    Change vs previous 13F +10,217 shares

    0.19% of the 13F portfolio, value $839,883.

    13F-HR 0001062993-26-000402 filed by E&G 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 ended2025-09-30
    13F 9,457 shares
    Change vs previous 13F +3,850 shares

    0.19% of the 13F portfolio, value $824,745.

    13F-HR 0001062993-25-016226 filed by E&G 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 ended2025-06-30
    13F 5,607 shares
    Change vs previous 13F +290 shares

    0.12% of the 13F portfolio, value $457,868.

    13F-HR 0001062993-25-012836 filed by E&G 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 ended2025-03-31
    13F 5,317 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $419,245.

    13F-HR 0001062993-25-007803 filed by E&G 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 ended2024-12-31
    13F 5,317 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $402,444.

    13F-HR 0001062993-25-001091 filed by E&G Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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