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Game Plan Financial Advisors, LLC: XLU position timeline

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

Game Plan Financial Advisors, LLC held 889 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 889 shares
    Change vs previous 13F -87,657 shares

    0.01% of the 13F portfolio, value $40,307.

    13F-HR 0001802952-26-000003 filed by Game Plan Financial Advisors, LLC
    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 88,546 shares
    Change vs previous 13F +87,332 shares

    1.83% of the 13F portfolio, value $4,063,376.

    13F-HR 0001802952-26-000002 filed by Game Plan Financial 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 ended2025-12-31
    13F 1,214 shares
    Change vs previous 13F +607 shares

    0.02% of the 13F portfolio, value $51,826.

    13F-HR 0001802952-26-000001 filed by Game Plan Financial 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 ended2025-09-30
    13F 607 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $52,936.

    13F-HR 0001802952-25-000006 filed by Game Plan Financial 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 ended2025-06-30
    13F 607 shares
    Change vs previous 13F -125 shares

    0.02% of the 13F portfolio, value $49,568.

    13F-HR 0001802952-25-000005 filed by Game Plan Financial 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 ended2025-03-31
    13F 732 shares
    Change vs previous 13F -1,268 shares

    0.03% of the 13F portfolio, value $57,718.

    13F-HR 0001802952-25-000004 filed by Game Plan Financial 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 ended2024-12-31
    13F 2,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $151,000.

    13F-HR 0001802952-25-000001 filed by Game Plan Financial 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 ended2024-09-30
    13F 2,000 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $161,560.

    13F-HR 0001802952-24-000005 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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