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Disclosery

Focus Financial Network, Inc.: XLU position timeline

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

Focus Financial Network, Inc. held 84,003 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 84,003 shares
    Change vs previous 13F +4,432 shares

    0.12% of the 13F portfolio, value $3,808,715.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    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 79,571 shares
    Change vs previous 13F -266 shares

    0.13% of the 13F portfolio, value $3,651,533.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    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 79,837 shares
    Change vs previous 13F +42,339 shares

    0.12% of the 13F portfolio, value $3,408,258.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    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 37,498 shares
    Change vs previous 13F +717 shares

    0.12% of the 13F portfolio, value $3,270,193.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    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 36,781 shares
    Change vs previous 13F +5,449 shares

    0.12% of the 13F portfolio, value $3,003,553.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, Inc.
    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 31,332 shares
    Change vs previous 13F -10,532 shares

    0.1% of the 13F portfolio, value $2,470,544.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, Inc.
    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 41,864 shares
    Change vs previous 13F +14,012 shares

    0.13% of the 13F portfolio, value $3,168,684.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, Inc.
    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 27,852 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,249,886.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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