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FPC INVESTMENT ADVISORY, INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FPC INVESTMENT ADVISORY, INC. on XLU, newest first. How the timeline and the estimate are built.

FPC INVESTMENT ADVISORY, INC. held 0 XLU shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,726 shares

    13F-HR 0001420506-26-000782 filed by FPC INVESTMENT ADVISORY, INC.
    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 ended2025-12-31
    13F 7,726 shares
    Change vs previous 13F +3,733 shares

    0.18% of the 13F portfolio, value $329,823.

    13F-HR 0001420506-26-000235 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,993 shares
    Change vs previous 13F -1,159 shares

    0.21% of the 13F portfolio, value $348,230.

    13F-HR 0001420506-25-002946 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,152 shares
    Change vs previous 13F -12 shares

    0.27% of the 13F portfolio, value $435,757.

    13F-HR 0001420506-25-001938 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,164 shares
    Change vs previous 13F -300 shares

    0.28% of the 13F portfolio, value $410,797.

    13F-HR 0001420506-25-000897 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,464 shares
    Change vs previous 13F -2,525 shares

    0.31% of the 13F portfolio, value $425,537.

    13F-HR 0001986152-25-000013 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,989 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $634,647.

    13F-HR 0001986152-24-000050 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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