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Disclosery

Fluent Financial, LLC: XLU position timeline

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

Fluent Financial, LLC held 0 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -47,337 shares

    13F-HR 0001722283-26-000004 filed by Fluent Financial, 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 47,337 shares
    Change vs previous 13F -197,039 shares

    0.8% of the 13F portfolio, value $2,195,963.

    13F-HR 0001722283-26-000003 filed by Fluent Financial, 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 244,376 shares
    Change vs previous 13F +216,286 shares

    3.98% of the 13F portfolio, value $10,432,411.

    13F-HR 0001722283-26-000001 filed by Fluent Financial, 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 28,090 shares
    Change vs previous 13F -5,722 shares

    0.96% of the 13F portfolio, value $2,449,729.

    13F-HR 0001085146-25-005912 filed by Fluent Financial, 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 33,812 shares
    Change vs previous 13F -42,917 shares

    1.14% of the 13F portfolio, value $2,761,088.

    13F-HR 0001085146-25-004081 filed by Fluent Financial, 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 76,729 shares
    Change vs previous 13F +13,917 shares

    2.64% of the 13F portfolio, value $6,050,082.

    13F-HR 0001085146-25-002030 filed by Fluent Financial, 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 62,812 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $4,754,240.

    13F-HR 0001085146-25-001784 filed by Fluent Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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