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Disclosery

Garden State Investment Advisory Services LLC: XLU position timeline

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

Garden State Investment Advisory Services LLC held 19,669 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,669 shares
    Change vs previous 13F +14,072 shares

    0.17% of the 13F portfolio, value $891,745.

    13F-HR 0001172661-26-003239 filed by Garden State Investment Advisory Services 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 5,597 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $257,096.

    13F-HR 0001172661-26-001823 filed by Garden State Investment Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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