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Disclosery

Estate Counselors, LLC: XLU position timeline

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

Estate Counselors, LLC held 0 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 0 shares
    Change vs previous 13F -161,218 shares

    13F-HR 0001172661-26-003139 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 161,218 shares
    Change vs previous 13F +37,874 shares

    0.66% of the 13F portfolio, value $7,398,294.

    13F-HR 0001172661-26-002085 filed by Estate Counselors, 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 123,344 shares
    Change vs previous 13F +20,135 shares

    0.44% of the 13F portfolio, value $5,265,555.

    13F-HR 0001172661-26-000425 filed by Estate Counselors, 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 103,209 shares
    Change vs previous 13F +17,530 shares

    0.77% of the 13F portfolio, value $9,000,857.

    13F-HR 0001172661-25-004526 filed by Estate Counselors, 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 85,679 shares
    Change vs previous 13F +33,340 shares

    0.69% of the 13F portfolio, value $6,996,547.

    13F-HR 0001172661-25-003012 filed by Estate Counselors, 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 52,339 shares
    Change vs previous 13F +167 shares

    0.43% of the 13F portfolio, value $4,126,930.

    13F-HR 0001172661-25-001813 filed by Estate Counselors, 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 52,172 shares
    Change vs previous 13F -89,488 shares

    0.42% of the 13F portfolio, value $3,948,899.

    13F-HR 0001172661-25-001064 filed by Estate Counselors, 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 141,660 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $11,443,295.

    13F-HR 0001172661-24-004570 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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