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Gradient Capital Advisors, LLC: XLU position timeline

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

Gradient Capital Advisors, LLC held 6,096 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,096 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $276,393.

    13F-HR 0001727917-26-000006 filed by Gradient Capital 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 6,096 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $279,745.

    13F-HR 0001727917-26-000004 filed by Gradient Capital 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 6,096 shares
    Change vs previous 13F +3,048 shares

    0.07% of the 13F portfolio, value $260,238.

    13F-HR 0001727917-26-000002 filed by Gradient Capital 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 3,048 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $265,816.

    13F-HR 0001727917-25-000011 filed by Gradient Capital 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 3,048 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $248,900.

    13F-HR 0001727917-25-000009 filed by Gradient Capital 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 3,048 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $240,335.

    13F-HR 0001727917-25-000005 filed by Gradient Capital 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 3,048 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $230,703.

    13F-HR 0001727917-25-000002 filed by Gradient Capital 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 3,048 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $246,217.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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