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Glen Eagle Advisors, LLC: XLU position timeline

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

Glen Eagle Advisors, LLC held 9,977 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,977 shares
    Change vs previous 13F +1,530 shares

    0.06% of the 13F portfolio, value $452,343.

    13F-HR 0002029317-26-000004 filed by Glen Eagle 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 8,447 shares
    Change vs previous 13F -134 shares

    0.05% of the 13F portfolio, value $387,652.

    13F-HR 0002029317-26-000003 filed by Glen Eagle 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 8,581 shares
    Change vs previous 13F +4,196 shares

    0.05% of the 13F portfolio, value $366,329.

    13F-HR 0002029317-26-000001 filed by Glen Eagle 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 4,385 shares
    Change vs previous 13F +615 shares

    0.05% of the 13F portfolio, value $382,452.

    13F-HR 0002029317-25-000008 filed by Glen Eagle 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 3,770 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $307,881.

    13F-HR 0002029317-25-000004 filed by Glen Eagle 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 3,770 shares
    Change vs previous 13F -616 shares

    0.05% of the 13F portfolio, value $297,276.

    13F-HR 0002029317-25-000003 filed by Glen Eagle 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 4,386 shares
    Change vs previous 13F +1,236 shares

    0.06% of the 13F portfolio, value $331,976.

    13F-HR 0002029317-25-000001 filed by Glen Eagle 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 3,150 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $254,457.

    13F-HR 0002029317-24-000036 filed by Glen Eagle Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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